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 | $53,548 | $91,407-41.4% | $135,903-60.6% | $71,457-25.1% |
| Participation rate | 64.7% | 75.7%-10.9pp | 81.9%-17.2pp | 67.9%-3.2pp |
| Annual return | 20.20% | 29.90%-9.7pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,551 | $3,703-31.1% | $4,856-47.5% | $2,588-1.4% |
| Participant deferral / active EE | $4,376 | $7,092-38.3% | $7,758-43.6% | $4,289+2.0% |
| Admin fee / account holder | $2,460 | $1,266+94.3% | $10,762-77.1% | $1,587+55.0% |