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 | $52,476 | $98,750-46.9% | $149,696-64.9% | $79,858-34.3% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 19.47% | 27.43%-8.0pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,872 | $3,216-10.7% | $4,644-38.2% | $2,471+16.3% |
| Participant deferral / active EE | $4,637 | $5,680-18.4% | $6,842-32.2% | $3,740+24.0% |
| Admin fee / account holder | $3,866 | $6,053-36.1% | $9,309-58.5% | $5,306-27.1% |