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 | $81,872 | $109,881-25.5% | $150,045-45.4% | $84,808-3.5% |
| Participation rate | 61.5% | 76.1%-14.6pp | 82.3%-20.9pp | 68.3%-6.9pp |
| Annual return | 37.43% | 28.25%+9.2pp | 62.55%-25.1pp | 40.90%-3.5pp |
| Employer contribution / active EE | $2,111 | $3,561-40.7% | $4,693-55.0% | $2,631-19.8% |
| Participant deferral / active EE | $7,215 | $6,636+8.7% | $7,997-9.8% | $4,212+71.3% |
| Admin fee / account holder | $30,246 | $8,568+253.0% | $13,435+125.1% | $7,344+311.9% |