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 | $53,623 | $65,365-18.0% | $92,893-42.3% | $72,985-26.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 19.05% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,911 | $2,594-26.3% | $3,653-47.7% | $2,440-21.7% |
| Participant deferral / active EE | $2,800 | $3,128-10.5% | $4,236-33.9% | $3,607-22.4% |
| Admin fee / account holder | $18,831 | $4,251+342.9% | $5,794+225.0% | $5,124+267.5% |