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 | $35,306 | $98,750-64.2% | $149,696-76.4% | $79,858-55.8% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.5%-21.8pp | 69.6%-9.0pp |
| Annual return | 24.71% | 27.43%-2.7pp | 276.60%-251.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $2,534 | $3,216-21.2% | $4,644-45.4% | $2,471+2.6% |
| Participant deferral / active EE | $4,811 | $5,680-15.3% | $6,842-29.7% | $3,740+28.6% |
| Admin fee / account holder | $1,038 | $6,053-82.8% | $9,309-88.8% | $5,306-80.4% |