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 | $38,962 | $89,652-56.5% | $141,162-72.4% | $65,185-40.2% |
| Participation rate | 61.4% | 74.7%-13.3pp | 82.5%-21.1pp | 70.2%-8.8pp |
| Annual return | 41.56% | 32.79%+8.8pp | 71.39%-29.8pp | 29.38%+12.2pp |
| Employer contribution / active EE | $3,081 | $3,065+0.5% | $4,735-34.9% | $2,177+41.5% |
| Participant deferral / active EE | $5,892 | $5,691+3.5% | $6,709-12.2% | $3,514+67.7% |
| Admin fee / account holder | $3,628 | $569+538.2% | $10,261-64.6% | $847+328.3% |