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 | $73,862 | $148,978-50.4% | $200,582-63.2% | $84,808-12.9% |
| Participation rate | 66.3% | 84.2%-17.9pp | 86.9%-20.6pp | 68.3%-2.0pp |
| Annual return | 16.03% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,332 | $4,815-30.8% | $6,419-48.1% | $2,631+26.6% |
| Participant deferral / active EE | $5,422 | $7,142-24.1% | $9,331-41.9% | $4,212+28.7% |
| Admin fee / account holder | $21,769 | $13,977+55.7% | $16,305+33.5% | $7,344+196.4% |