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 | $93,961 | $125,758-25.3% | $169,993-44.7% | $75,163+25.0% |
| Participation rate | 60.6% | 83.6%-23.0pp | 87.0%-26.4pp | 67.2%-6.6pp |
| Annual return | 17.49% | 27.20%-9.7pp | 53.37%-35.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,539 | $4,615-23.3% | $6,785-47.8% | $2,670+32.5% |
| Participant deferral / active EE | $9,004 | $6,837+31.7% | $10,408-13.5% | $4,125+118.3% |
| Admin fee / account holder | $1,199 | $8,173-85.3% | $12,815-90.6% | $5,651-78.8% |