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 | $53,199 | $80,717-34.1% | $154,803-65.6% | $84,808-37.3% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 52.66% | 37.96%+14.7pp | 58.88%-6.2pp | 40.90%+11.8pp |
| Employer contribution / active EE | $2,598 | $2,761-5.9% | $4,305-39.7% | $2,631-1.2% |
| Participant deferral / active EE | $3,268 | $3,303-1.1% | $5,540-41.0% | $4,212-22.4% |
| Admin fee / account holder | $17,733 | $6,746+162.9% | $14,329+23.8% | $7,344+141.5% |