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 | $73,164 | $96,484-24.2% | $156,263-53.2% | $74,304-1.5% |
| Participation rate | 64.1% | 67.7%-3.6pp | 78.9%-14.8pp | 60.3%+3.8pp |
| Annual return | 28.88% | 17.73%+11.2pp | 59.47%-30.6pp | 29.43%-0.6pp |
| Employer contribution / active EE | $3,550 | $2,528+40.4% | $4,333-18.1% | $2,241+58.4% |
| Participant deferral / active EE | $6,540 | $4,286+52.6% | $6,158+6.2% | $3,767+73.6% |
| Admin fee / account holder | $15,777 | $3,728+323.2% | $14,255+10.7% | $2,969+431.4% |