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 9-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 | $75,951 | $81,248-6.5% | $155,509-51.2% | $80,856-6.1% |
| Participation rate | 67.4% | 66.2%+1.2pp | 78.2%-10.8pp | 67.6%-0.2pp |
| Annual return | 15.21% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,233 | $3,100-28.0% | $4,672-52.2% | $2,755-19.0% |
| Participant deferral / active EE | $3,043 | $3,452-11.8% | $5,626-45.9% | $4,296-29.2% |
| Admin fee / account holder | $62,007 | $7,997+675.4% | $15,912+289.7% | $6,918+796.3% |