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 | $62,156 | $152,587-59.3% | $125,175-50.3% | $152,861-59.3% |
| Participation rate | 63.2% | 83.3%-20.2pp | 79.8%-16.6pp | 82.4%-19.3pp |
| Annual return | 21.10% | 54.84%-33.7pp | 43.79%-22.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,664 | $4,946-46.1% | $3,865-31.1% | $4,762-44.1% |
| Participant deferral / active EE | $5,086 | $5,868-13.3% | $4,937+3.0% | $5,850-13.1% |
| Admin fee / account holder | $685 | $13,434-94.9% | $9,702-92.9% | $11,596-94.1% |