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 | $69,812 | $78,422-11.0% | $95,952-27.2% | $79,858-12.6% |
| Participation rate | 55.6% | 73.5%-17.9pp | 77.1%-21.5pp | 69.6%-14.1pp |
| Annual return | 11.02% | 19.37%-8.4pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,454 | $1,945+26.2% | $2,541-3.4% | $2,471-0.7% |
| Participant deferral / active EE | $3,724 | $3,440+8.3% | $4,167-10.6% | $3,740-0.4% |
| Admin fee / account holder | $45,765 | $5,622+714.0% | $6,795+573.5% | $5,306+762.5% |