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 | $63,826 | $93,571-31.8% | $135,903-53.0% | $75,163-15.1% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.3pp |
| Annual return | 19.85% | 30.90%-11.0pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $3,503 | $3,537-1.0% | $4,856-27.9% | $2,670+31.2% |
| Participant deferral / active EE | $10,200 | $6,404+59.3% | $7,758+31.5% | $4,125+147.3% |
| Admin fee / account holder | $29,780 | $6,975+326.9% | $10,762+176.7% | $5,651+427.0% |