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 | $50,611 | $101,724-50.2% | $164,813-69.3% | $80,856-37.4% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 17.54% | 16.72%+0.8pp | 69.93%-52.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,893 | $2,953-35.9% | $4,341-56.4% | $2,755-31.3% |
| Participant deferral / active EE | $3,916 | $4,477-12.5% | $6,031-35.1% | $4,296-8.8% |
| Admin fee / account holder | $22,226 | $8,227+170.2% | $12,690+75.2% | $6,918+221.3% |