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 | $56,452 | $106,515-47.0% | $96,683-41.6% | $139,434-59.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 18.38% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,864 | $4,103-54.6% | $3,737-50.1% | $4,751-60.8% |
| Participant deferral / active EE | $3,246 | $5,454-40.5% | $4,878-33.5% | $6,710-51.6% |
| Admin fee / account holder | $8,997 | $7,877+14.2% | $6,730+33.7% | $11,403-21.1% |