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 | $33,561 | $118,450-71.7% | $98,439-65.9% | $139,434-75.9% |
| Participation rate | 62.5% | 77.4%-14.9pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 19.23% | 18.94%+0.3pp | 21.16%-1.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,588 | $3,609-56.0% | $3,048-47.9% | $4,751-66.6% |
| Participant deferral / active EE | $8,310 | $5,392+54.1% | $4,738+75.4% | $6,710+23.8% |
| Admin fee / account holder | $455 | $14,026-96.8% | $8,948-94.9% | $11,403-96.0% |