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 | $26,874 | $85,202-68.5% | $172,739-84.4% | $72,985-63.2% |
| Participation rate | 62.9% | 70.1%-7.2pp | 82.6%-19.8pp | 69.5%-6.6pp |
| Annual return | 19.66% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,554 | $3,324-53.3% | $5,143-69.8% | $2,440-36.3% |
| Participant deferral / active EE | $2,459 | $3,260-24.6% | $5,198-52.7% | $3,607-31.8% |
| Admin fee / account holder | $8,098 | $5,884+37.6% | $13,954-42.0% | $5,124+58.0% |