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 | $52,969 | $65,557-19.2% | $64,056-17.3% | $71,457-25.9% |
| Participation rate | 49.3% | 73.2%-23.8pp | 72.3%-23.0pp | 67.9%-18.6pp |
| Annual return | 14.95% | 18.94%-4.0pp | 33.69%-18.7pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,553 | $2,669-41.8% | $2,747-43.4% | $2,588-40.0% |
| Participant deferral / active EE | $1,369 | $3,626-62.2% | $3,880-64.7% | $4,289-68.1% |
| Admin fee / account holder | $2,284 | $616+270.8% | $3,068-25.6% | $1,587+43.9% |