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 | $54,687 | $89,355-38.8% | $141,162-61.3% | $72,985-25.1% |
| Participation rate | 55.3% | 75.1%-19.9pp | 82.5%-27.2pp | 69.5%-14.2pp |
| Annual return | 24.52% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,649 | $3,114-47.1% | $4,735-65.2% | $2,440-32.4% |
| Participant deferral / active EE | $4,742 | $5,418-12.5% | $6,709-29.3% | $3,607+31.5% |
| Admin fee / account holder | $1,775 | $5,958-70.2% | $10,261-82.7% | $5,124-65.4% |