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 | $59,409 | $100,923-41.1% | $150,045-60.4% | $74,304-20.0% |
| Participation rate | 37.4% | 70.1%-32.7pp | 82.3%-45.0pp | 60.3%-23.0pp |
| Annual return | 29.60% | 51.77%-22.2pp | 62.55%-32.9pp | 29.43%+0.2pp |
| Employer contribution / active EE | $1,657 | $3,463-52.2% | $4,693-64.7% | $2,241-26.1% |
| Participant deferral / active EE | $4,390 | $6,709-34.6% | $7,997-45.1% | $3,767+16.5% |
| Admin fee / account holder | $4,812 | $2,767+73.9% | $13,435-64.2% | $2,969+62.1% |