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 | $33,297 | $93,571-64.4% | $135,903-75.5% | $75,163-55.7% |
| Participation rate | 64.9% | 75.2%-10.3pp | 81.9%-17.0pp | 67.2%-2.3pp |
| Annual return | 26.50% | 30.90%-4.4pp | 68.23%-41.7pp | 160.62%-134.1pp |
| Employer contribution / active EE | $2,592 | $3,537-26.7% | $4,856-46.6% | $2,670-2.9% |
| Participant deferral / active EE | $5,208 | $6,404-18.7% | $7,758-32.9% | $4,125+26.3% |
| Admin fee / account holder | $2,107 | $6,975-69.8% | $10,762-80.4% | $5,651-62.7% |