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 | $70,747 | $98,750-28.4% | $149,696-52.7% | $79,858-11.4% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.5%-19.7pp | 69.6%-6.8pp |
| Annual return | 14.64% | 27.43%-12.8pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $722 | $3,216-77.6% | $4,644-84.5% | $2,471-70.8% |
| Participant deferral / active EE | $2,540 | $5,680-55.3% | $6,842-62.9% | $3,740-32.1% |
| Admin fee / account holder | $9,005 | $6,053+48.8% | $9,309-3.3% | $5,306+69.7% |