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 | $74,080 | $77,634-4.6% | $156,549-52.7% | $62,891+17.8% |
| Participation rate | 65.5% | 71.2%-5.7pp | 84.0%-18.5pp | 69.3%-3.8pp |
| Annual return | 9.78% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,236 | $3,444-35.1% | $5,501-59.4% | $2,281-2.0% |
| Participant deferral / active EE | $4,544 | $3,045+49.2% | $4,871-6.7% | $3,203+41.9% |
| Admin fee / account holder | $19,920 | $5,561+258.2% | $13,027+52.9% | $4,296+363.7% |