See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,754 | $82,978-37.6% | $129,995-60.2% | $71,457-27.6% |
| Participation rate | 61.8% | 74.1%-12.3pp | 78.5%-16.7pp | 67.9%-6.1pp |
| Annual return | 18.47% | 20.60%-2.1pp | -137.18%+155.6pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,582 | $2,622-39.6% | $4,320-63.4% | $2,588-38.8% |
| Participant deferral / active EE | $3,630 | $4,432-18.1% | $5,820-37.6% | $4,289-15.4% |
| Admin fee / account holder | $13,487 | $1,729+680.1% | $10,614+27.1% | $1,587+749.7% |