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 | $56,546 | $103,949-45.6% | $69,182-18.3% | $273,961-79.4% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 22.36% | 35.28%-12.9pp | -21.93%+44.3pp | 41.45%-19.1pp |
| Employer contribution / active EE | $24,475 | $1,783+1272.7% | $1,206+1929.1% | $4,869+402.7% |
| Participant deferral / active EE | $10,909 | $2,716+301.6% | $1,897+475.1% | $5,287+106.3% |
| Admin fee / account holder | $1,264 | $3,671-65.6% | $2,697-53.1% | $10,132-87.5% |