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 | $64,169 | $78,422-18.2% | $95,952-33.1% | $79,858-19.6% |
| Participation rate | 64.1% | 73.5%-9.4pp | 77.1%-13.0pp | 69.6%-5.5pp |
| Annual return | 22.45% | 19.37%+3.1pp | 91.61%-69.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,802 | $1,945-7.3% | $2,541-29.1% | $2,471-27.0% |
| Participant deferral / active EE | $4,937 | $3,440+43.5% | $4,167+18.5% | $3,740+32.0% |
| Admin fee / account holder | $742 | $5,622-86.8% | $6,795-89.1% | $5,306-86.0% |