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 | $81,659 | $125,758-35.1% | $169,993-52.0% | $75,163+8.6% |
| Participation rate | 69.2% | 83.6%-14.4pp | 87.0%-17.8pp | 67.2%+2.0pp |
| Annual return | 17.17% | 27.20%-10.0pp | 53.37%-36.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,363 | $4,615-48.8% | $6,785-65.2% | $2,670-11.5% |
| Participant deferral / active EE | $3,369 | $6,837-50.7% | $10,408-67.6% | $4,125-18.3% |
| Admin fee / account holder | $769 | $8,173-90.6% | $12,815-94.0% | $5,651-86.4% |