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 | $69,224 | $98,750-29.9% | $149,696-53.8% | $79,858-13.3% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.5%-17.8pp | 69.6%-4.9pp |
| Annual return | 17.41% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,946 | $3,216-8.4% | $4,644-36.6% | $2,471+19.2% |
| Participant deferral / active EE | $3,945 | $5,680-30.5% | $6,842-42.3% | $3,740+5.5% |
| Admin fee / account holder | $8,131 | $6,053+34.3% | $9,309-12.6% | $5,306+53.2% |