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 | $67,940 | $138,347-50.9% | $184,203-63.1% | $80,856-16.0% |
| Participation rate | 62.7% | 83.9%-21.1pp | 86.8%-24.1pp | 67.6%-4.9pp |
| Annual return | 13.96% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,222 | $4,850-54.2% | $6,427-65.4% | $2,755-19.3% |
| Participant deferral / active EE | $5,123 | $7,071-27.6% | $9,131-43.9% | $4,296+19.3% |
| Admin fee / account holder | $9,117 | $10,483-13.0% | $13,901-34.4% | $6,918+31.8% |