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 | $63,674 | $146,267-56.5% | $197,124-67.7% | $82,448-22.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 86.7%-20.0pp | 68.1%-1.4pp |
| Annual return | 33.40% | 29.61%+3.8pp | 44.34%-10.9pp | 41.64%-8.2pp |
| Employer contribution / active EE | $1,911 | $4,723-59.6% | $6,227-69.3% | $2,551-25.1% |
| Participant deferral / active EE | $3,362 | $7,035-52.2% | $9,135-63.2% | $4,139-18.8% |
| Admin fee / account holder | $8,535 | $14,422-40.8% | $16,298-47.6% | $7,234+18.0% |