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 | $45,325 | $80,753-43.9% | $136,294-66.7% | $62,292-27.2% |
| Participation rate | 67.6% | 73.5%-5.9pp | 81.9%-14.3pp | 69.5%-1.9pp |
| Annual return | 18.04% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,650 | $2,884-42.8% | $4,695-64.9% | $2,042-19.2% |
| Participant deferral / active EE | $5,679 | $5,164+10.0% | $6,247-9.1% | $3,169+79.2% |
| Admin fee / account holder | $1,157 | $525+120.2% | $9,243-87.5% | $479+141.4% |