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 | $50,175 | $84,233-40.4% | $170,442-70.6% | $70,131-28.5% |
| Participation rate | 63.6% | 70.8%-7.2pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 22.29% | 23.06%-0.8pp | 205.93%-183.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $2,476 | $3,387-26.9% | $5,433-54.4% | $2,342+5.7% |
| Participant deferral / active EE | $3,384 | $3,086+9.7% | $4,939-31.5% | $3,332+1.6% |
| Admin fee / account holder | $2,141 | $5,698-62.4% | $13,880-84.6% | $4,645-53.9% |