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 | $53,864 | $78,422-31.3% | $95,952-43.9% | $79,858-32.6% |
| Participation rate | 67.2% | 73.5%-6.3pp | 77.1%-9.9pp | 69.6%-2.5pp |
| Annual return | 19.69% | 19.37%+0.3pp | 91.61%-71.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,887 | $1,945-3.0% | $2,541-25.7% | $2,471-23.6% |
| Participant deferral / active EE | $3,405 | $3,440-1.0% | $4,167-18.3% | $3,740-9.0% |
| Admin fee / account holder | $1,622 | $5,622-71.2% | $6,795-76.1% | $5,306-69.4% |