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 | $49,935 | $77,634-35.7% | $156,549-68.1% | $62,891-20.6% |
| Participation rate | 69.1% | 71.2%-2.1pp | 84.0%-14.9pp | 69.3%-0.2pp |
| Annual return | 12.15% | 50.32%-38.2pp | 32.23%-20.1pp | 20.14%-8.0pp |
| Employer contribution / active EE | $2,125 | $3,444-38.3% | $5,501-61.4% | $2,281-6.9% |
| Participant deferral / active EE | $3,602 | $3,045+18.3% | $4,871-26.0% | $3,203+12.5% |
| Admin fee / account holder | $15,667 | $5,561+181.7% | $13,027+20.3% | $4,296+264.7% |