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 | $30,311 | $93,571-67.6% | $135,903-77.7% | $75,163-59.7% |
| Participation rate | 69.4% | 75.2%-5.8pp | 81.9%-12.5pp | 67.2%+2.2pp |
| Annual return | 21.13% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,052 | $3,537-42.0% | $4,856-57.7% | $2,670-23.1% |
| Participant deferral / active EE | $3,212 | $6,404-49.8% | $7,758-58.6% | $4,125-22.1% |
| Admin fee / account holder | $701 | $6,975-90.0% | $10,762-93.5% | $5,651-87.6% |