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 | $24,658 | $56,053-56.0% | $75,972-67.5% | $80,856-69.5% |
| Participation rate | 62.5% | 62.0%+0.5pp | 69.1%-6.6pp | 67.6%-5.1pp |
| Annual return | 15.23% | 20.53%-5.3pp | 359.55%-344.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,035 | $1,874+8.6% | $2,685-24.2% | $2,755-26.1% |
| Participant deferral / active EE | $2,904 | $3,052-4.8% | $4,255-31.8% | $4,296-32.4% |
| Admin fee / account holder | $18,473 | $5,234+253.0% | $6,467+185.7% | $6,918+167.0% |