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 | $65,383 | $96,484-32.2% | $75,886-13.8% | $152,861-57.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 23.76% | 33.98%-10.2pp | 30.76%-7.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,933 | $3,309-11.4% | $2,500+17.3% | $4,762-38.4% |
| Participant deferral / active EE | $3,789 | $4,553-16.8% | $3,603+5.2% | $5,850-35.2% |
| Admin fee / account holder | $8,505 | $8,078+5.3% | $5,418+57.0% | $11,596-26.7% |