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 | $53,760 | $79,449-32.3% | $189,557-71.6% | $85,850-37.4% |
| Participation rate | 69.6% | 66.0%+3.6pp | 78.4%-8.9pp | 69.3%+0.3pp |
| Annual return | 13.86% | 18.45%-4.6pp | 64.17%-50.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,368 | $2,081-34.2% | $4,412-69.0% | $2,565-46.7% |
| Participant deferral / active EE | $1,904 | $4,051-53.0% | $6,174-69.2% | $3,952-51.8% |
| Admin fee / account holder | $6,644 | $5,377+23.6% | $9,807-32.3% | $6,260+6.1% |