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 | $45,833 | $87,870-47.8% | $113,168-59.5% | $74,304-38.3% |
| Participation rate | 66.4% | 70.7%-4.4pp | 76.6%-10.2pp | 60.3%+6.0pp |
| Annual return | 19.43% | 26.44%-7.0pp | 24.27%-4.8pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,300 | $2,277-42.9% | $2,975-56.3% | $2,241-42.0% |
| Participant deferral / active EE | $2,453 | $4,241-42.2% | $5,107-52.0% | $3,767-34.9% |
| Admin fee / account holder | $11,008 | $3,368+226.8% | $12,068-8.8% | $2,969+270.8% |