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 | $89,421 | $148,978-40.0% | $200,582-55.4% | $84,808+5.4% |
| Participation rate | 65.6% | 84.2%-18.6pp | 86.9%-21.3pp | 68.3%-2.7pp |
| Annual return | 13.85% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,917 | $4,815-39.4% | $6,419-54.6% | $2,631+10.9% |
| Participant deferral / active EE | $4,898 | $7,142-31.4% | $9,331-47.5% | $4,212+16.3% |
| Admin fee / account holder | $27,072 | $13,977+93.7% | $16,305+66.0% | $7,344+268.6% |