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 | $65,423 | $123,793-47.2% | $177,821-63.2% | $79,858-18.1% |
| Participation rate | 55.9% | 84.7%-28.8pp | 87.7%-31.8pp | 69.6%-13.8pp |
| Annual return | 43.16% | 22.82%+20.3pp | 48.32%-5.2pp | 31.71%+11.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,850 | $5,956-18.6% | $7,714-37.1% | $3,740+29.7% |
| Admin fee / account holder | $6,580 | $7,243-9.1% | $12,427-47.1% | $5,306+24.0% |