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 | $46,157 | $78,422-41.1% | $95,952-51.9% | $79,858-42.2% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 12.18% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,359 | $1,945+21.3% | $2,541-7.2% | $2,471-4.5% |
| Participant deferral / active EE | $7,008 | $3,440+103.7% | $4,167+68.2% | $3,740+87.4% |
| Admin fee / account holder | $1,669 | $5,622-70.3% | $6,795-75.4% | $5,306-68.5% |