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 | $45,205 | $53,127-14.9% | $86,590-47.8% | $70,131-35.5% |
| Participation rate | 55.6% | 65.3%-9.8pp | 73.5%-18.0pp | 69.5%-14.0pp |
| Annual return | 15.95% | 27.66%-11.7pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,032 | $2,068-50.1% | $2,839-63.7% | $2,342-56.0% |
| Participant deferral / active EE | $1,176 | $2,696-56.4% | $3,609-67.4% | $3,332-64.7% |
| Admin fee / account holder | $4,171 | $3,585+16.3% | $4,906-15.0% | $4,645-10.2% |