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 | $46,251 | $93,571-50.6% | $135,903-66.0% | $75,163-38.5% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.1pp | 67.2%-5.4pp |
| Annual return | 19.64% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,753 | $3,537-22.2% | $4,856-43.3% | $2,670+3.1% |
| Participant deferral / active EE | $5,249 | $6,404-18.0% | $7,758-32.3% | $4,125+27.2% |
| Admin fee / account holder | $2,057 | $6,975-70.5% | $10,762-80.9% | $5,651-63.6% |