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 | $62,299 | $93,571-33.4% | $135,903-54.2% | $75,163-17.1% |
| Participation rate | 61.0% | 75.2%-14.2pp | 81.9%-20.9pp | 67.2%-6.2pp |
| Annual return | 17.60% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,543 | $3,537+0.2% | $4,856-27.1% | $2,670+32.7% |
| Participant deferral / active EE | $9,424 | $6,404+47.2% | $7,758+21.5% | $4,125+128.5% |
| Admin fee / account holder | $28,810 | $6,975+313.0% | $10,762+167.7% | $5,651+409.8% |