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 | $58,698 | $123,793-52.6% | $177,821-67.0% | $79,858-26.5% |
| Participation rate | 66.0% | 84.7%-18.7pp | 87.7%-21.7pp | 69.6%-3.6pp |
| Annual return | 13.70% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,527 | $4,095-13.9% | $5,918-40.4% | $2,471+42.7% |
| Participant deferral / active EE | $5,391 | $5,956-9.5% | $7,714-30.1% | $3,740+44.1% |
| Admin fee / account holder | $4,954 | $7,243-31.6% | $12,427-60.1% | $5,306-6.6% |