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 | $66,280 | $109,359-39.4% | $162,163-59.1% | $72,985-9.2% |
| Participation rate | 69.2% | 84.3%-15.0pp | 87.6%-18.3pp | 69.5%-0.3pp |
| Annual return | 52.34% | 25.46%+26.9pp | 115.59%-63.3pp | 81.00%-28.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,389 | $5,481-19.9% | $7,298-39.9% | $3,607+21.7% |
| Admin fee / account holder | $8,667 | $7,972+8.7% | $10,843-20.1% | $5,124+69.1% |