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 | $30,883 | $53,127-41.9% | $86,590-64.3% | $70,131-56.0% |
| Participation rate | 63.6% | 65.3%-1.7pp | 73.5%-9.9pp | 69.5%-5.9pp |
| Annual return | 20.23% | 27.66%-7.4pp | 964.84%-944.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,379 | $2,068+15.0% | $2,839-16.2% | $2,342+1.5% |
| Participant deferral / active EE | $2,199 | $2,696-18.4% | $3,609-39.1% | $3,332-34.0% |
| Admin fee / account holder | $339 | $3,585-90.5% | $4,906-93.1% | $4,645-92.7% |