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 | $37,957 | $73,933-48.7% | $96,683-60.7% | $75,163-49.5% |
| Participation rate | 59.3% | 66.4%-7.2pp | 74.3%-15.1pp | 67.2%-7.9pp |
| Annual return | 13.48% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,249 | $2,928-23.2% | $3,737-39.8% | $2,670-15.7% |
| Participant deferral / active EE | $6,641 | $3,659+81.5% | $4,878+36.1% | $4,125+61.0% |
| Admin fee / account holder | $21,149 | $5,216+305.4% | $6,730+214.3% | $5,651+274.3% |