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 | $71,963 | $86,332-16.6% | $125,175-42.5% | $65,185+10.4% |
| Participation rate | 58.4% | 75.3%-16.9pp | 79.8%-21.4pp | 70.2%-11.8pp |
| Annual return | 20.63% | 27.43%-6.8pp | 43.79%-23.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,530 | $2,040-25.0% | $3,865-60.4% | $2,177-29.7% |
| Participant deferral / active EE | $2,587 | $3,537-26.9% | $4,937-47.6% | $3,514-26.4% |
| Admin fee / account holder | $2,778 | $609+356.0% | $9,702-71.4% | $847+227.9% |