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 | $148,978-57.3% | $200,582-68.3% | $84,808-24.9% |
| Participation rate | 66.7% | 84.2%-17.6pp | 86.9%-20.2pp | 68.3%-1.6pp |
| Annual return | 33.40% | 28.16%+5.2pp | 42.33%-8.9pp | 40.90%-7.5pp |
| Employer contribution / active EE | $1,911 | $4,815-60.3% | $6,419-70.2% | $2,631-27.4% |
| Participant deferral / active EE | $3,362 | $7,142-52.9% | $9,331-64.0% | $4,212-20.2% |
| Admin fee / account holder | $8,535 | $13,977-38.9% | $16,305-47.7% | $7,344+16.2% |