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 | $66,157 | $98,750-33.0% | $149,696-55.8% | $79,858-17.2% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.5%-27.3pp | 69.6%-14.5pp |
| Annual return | 15.18% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,166 | $3,216-32.7% | $4,644-53.4% | $2,471-12.3% |
| Participant deferral / active EE | $4,075 | $5,680-28.3% | $6,842-40.4% | $3,740+9.0% |
| Admin fee / account holder | $1,158 | $6,053-80.9% | $9,309-87.6% | $5,306-78.2% |