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 | $54,319 | $89,355-39.2% | $141,162-61.5% | $72,985-25.6% |
| Participation rate | 61.1% | 75.1%-14.0pp | 82.5%-21.4pp | 69.5%-8.4pp |
| Annual return | 23.66% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,943 | $3,114-5.5% | $4,735-37.8% | $2,440+20.6% |
| Participant deferral / active EE | $4,460 | $5,418-17.7% | $6,709-33.5% | $3,607+23.6% |
| Admin fee / account holder | $4,952 | $5,958-16.9% | $10,261-51.7% | $5,124-3.4% |