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 | $54,442 | $85,766-36.5% | $136,294-60.1% | $70,131-22.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 36.43% | 31.45%+5.0pp | 5155.94%-5119.5pp | 73.14%-36.7pp |
| Employer contribution / active EE | $1,253 | $2,966-57.7% | $4,695-73.3% | $2,342-46.5% |
| Participant deferral / active EE | $3,881 | $5,051-23.2% | $6,247-37.9% | $3,332+16.5% |
| Admin fee / account holder | $1,728 | $5,420-68.1% | $9,243-81.3% | $4,645-62.8% |