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 | $47,322 | $100,004-52.7% | $81,438-41.9% | $145,959-67.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 8.45% | 34.34%-25.9pp | 24.74%-16.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $2,070 | $2,970-30.3% | $2,460-15.9% | $4,661-55.6% |
| Participant deferral / active EE | $7,211 | $4,603+56.6% | $3,883+85.7% | $6,689+7.8% |
| Admin fee / account holder | $72,771 | $8,202+787.3% | $5,764+1162.6% | $13,398+443.2% |