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 | $75,511 | $165,912-54.5% | $122,332-38.3% | $147,584-48.8% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 11.52% | 34.55%-23.0pp | 30.27%-18.8pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,567 | $5,754-55.4% | $4,050-36.6% | $4,876-47.4% |
| Participant deferral / active EE | $3,467 | $4,005-13.5% | $3,287+5.5% | $5,439-36.3% |
| Admin fee / account holder | $93,252 | $7,424+1156.1% | $5,478+1602.3% | $10,885+756.7% |