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 | $57,880 | $100,773-42.6% | $88,946-34.9% | $142,382-59.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 17.08% | 70.18%-53.1pp | 57.82%-40.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,710 | $2,918-7.1% | $2,555+6.1% | $4,299-37.0% |
| Participant deferral / active EE | $7,201 | $5,230+37.7% | $4,581+57.2% | $6,507+10.7% |
| Admin fee / account holder | $19,970 | $9,693+106.0% | $8,261+141.7% | $12,624+58.2% |