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 | $72,777 | $90,503-19.6% | $78,689-7.5% | $273,961-73.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 15.04% | 75.60%-60.6pp | 62.18%-47.1pp | 41.45%-26.4pp |
| Employer contribution / active EE | $2,006 | $3,176-36.8% | $2,851-29.6% | $4,869-58.8% |
| Participant deferral / active EE | $3,697 | $3,901-5.2% | $3,517+5.1% | $5,287-30.1% |
| Admin fee / account holder | $50,276 | $5,263+855.2% | $4,510+1014.7% | $10,132+396.2% |