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 | $38,488 | $89,652-57.1% | $141,162-72.7% | $65,185-41.0% |
| Participation rate | 68.3% | 74.7%-6.4pp | 82.5%-14.2pp | 70.2%-1.9pp |
| Annual return | 28.96% | 32.79%-3.8pp | 71.39%-42.4pp | 29.38%-0.4pp |
| Employer contribution / active EE | $2,719 | $3,065-11.3% | $4,735-42.6% | $2,177+24.9% |
| Participant deferral / active EE | $6,103 | $5,691+7.2% | $6,709-9.0% | $3,514+73.7% |
| Admin fee / account holder | $2,102 | $569+269.8% | $10,261-79.5% | $847+148.2% |