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 | $77,991 | $98,750-21.0% | $149,696-47.9% | $79,858-2.3% |
| Participation rate | 51.2% | 75.8%-24.6pp | 82.5%-31.3pp | 69.6%-18.5pp |
| Annual return | 13.06% | 27.43%-14.4pp | 276.60%-263.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,274 | $3,216-29.3% | $4,644-51.0% | $2,471-8.0% |
| Participant deferral / active EE | $4,480 | $5,680-21.1% | $6,842-34.5% | $3,740+19.8% |
| Admin fee / account holder | $5,227 | $6,053-13.6% | $9,309-43.8% | $5,306-1.5% |