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 | $79,425 | $93,346-14.9% | $71,796+10.6% | $273,961-71.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 5.27% | 130.39%-125.1pp | 78.04%-72.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,094 | $2,733-60.0% | $1,924-43.1% | $4,869-77.5% |
| Participant deferral / active EE | $1,786 | $3,475-48.6% | $2,794-36.1% | $5,287-66.2% |
| Admin fee / account holder | $1,341 | $6,571-79.6% | $4,815-72.1% | $10,132-86.8% |