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 | $70,672 | $109,881-35.7% | $150,045-52.9% | $84,808-16.7% |
| Participation rate | 46.2% | 76.1%-29.9pp | 82.3%-36.2pp | 68.3%-22.2pp |
| Annual return | 18.68% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,247 | $3,561-36.9% | $4,693-52.1% | $2,631-14.6% |
| Participant deferral / active EE | $5,395 | $6,636-18.7% | $7,997-32.5% | $4,212+28.1% |
| Admin fee / account holder | $7,447 | $8,568-13.1% | $13,435-44.6% | $7,344+1.4% |