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 | $44,828 | $85,766-47.7% | $136,294-67.1% | $70,131-36.1% |
| Participation rate | 68.4% | 74.2%-5.7pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 17.84% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,897 | $2,966-2.3% | $4,695-38.3% | $2,342+23.7% |
| Participant deferral / active EE | $4,345 | $5,051-14.0% | $6,247-30.5% | $3,332+30.4% |
| Admin fee / account holder | $3,625 | $5,420-33.1% | $9,243-60.8% | $4,645-22.0% |