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 | $19,732 | $77,419-74.5% | $69,455-71.6% | $152,861-87.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 21.34% | 39.06%-17.7pp | 28.97%-7.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,359 | $3,315-28.9% | $2,779-15.1% | $4,762-50.5% |
| Participant deferral / active EE | $11,069 | $4,414+150.8% | $3,535+213.1% | $5,850+89.2% |
| Admin fee / account holder | $1,246 | $6,207-79.9% | $3,839-67.6% | $11,596-89.3% |