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 | $40,852 | $93,571-56.3% | $135,903-69.9% | $75,163-45.6% |
| Participation rate | 29.6% | 75.2%-45.6pp | 81.9%-52.3pp | 67.2%-37.6pp |
| Annual return | 20.37% | 30.90%-10.5pp | 68.23%-47.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,368 | $3,537-33.0% | $4,856-51.2% | $2,670-11.3% |
| Participant deferral / active EE | $2,941 | $6,404-54.1% | $7,758-62.1% | $4,125-28.7% |
| Admin fee / account holder | $10,647 | $6,975+52.6% | $10,762-1.1% | $5,651+88.4% |