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 | $35,274 | $93,571-62.3% | $135,903-74.0% | $75,163-53.1% |
| Participation rate | 69.0% | 75.2%-6.1pp | 81.9%-12.9pp | 67.2%+1.9pp |
| Annual return | 17.16% | 30.90%-13.7pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,772 | $3,537-21.6% | $4,856-42.9% | $2,670+3.8% |
| Participant deferral / active EE | $4,353 | $6,404-32.0% | $7,758-43.9% | $4,125+5.5% |
| Admin fee / account holder | $10,898 | $6,975+56.2% | $10,762+1.3% | $5,651+92.9% |