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 | $76,520 | $93,571-18.2% | $135,903-43.7% | $75,163+1.8% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-18.9pp | 67.2%-4.2pp |
| Annual return | 19.82% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,169 | $3,537-67.0% | $4,856-75.9% | $2,670-56.2% |
| Participant deferral / active EE | $5,286 | $6,404-17.5% | $7,758-31.9% | $4,125+28.1% |
| Admin fee / account holder | $7,671 | $6,975+10.0% | $10,762-28.7% | $5,651+35.7% |