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 | $86,461 | $171,164-49.5% | $127,761-32.3% | $152,861-43.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.0%-29.0pp | 82.4%-32.4pp |
| Annual return | 21.98% | 23.54%-1.6pp | 26.14%-4.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,489 | $5,447-72.7% | $4,574-67.5% | $4,762-68.7% |
| Participant deferral / active EE | $2,788 | $7,038-60.4% | $6,021-53.7% | $5,850-52.3% |
| Admin fee / account holder | $56,580 | $14,530+289.4% | $9,395+502.2% | $11,596+387.9% |