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 | $74,035 | $85,766-13.7% | $136,294-45.7% | $70,131+5.6% |
| Participation rate | 58.3% | 74.2%-15.8pp | 81.9%-23.6pp | 69.5%-11.2pp |
| Annual return | 15.71% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,322 | $2,966-21.7% | $4,695-50.5% | $2,342-0.9% |
| Participant deferral / active EE | $5,354 | $5,051+6.0% | $6,247-14.3% | $3,332+60.7% |
| Admin fee / account holder | $11,581 | $5,420+113.7% | $9,243+25.3% | $4,645+149.3% |