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 | $58,053 | $91,190-36.3% | $178,490-67.5% | $79,858-27.3% |
| Participation rate | 47.6% | 69.2%-21.6pp | 81.9%-34.3pp | 69.6%-22.0pp |
| Annual return | 20.26% | 24.19%-3.9pp | 151.07%-130.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,756 | $3,256-46.1% | $5,011-65.0% | $2,471-28.9% |
| Participant deferral / active EE | $3,203 | $3,236-1.0% | $5,202-38.4% | $3,740-14.3% |
| Admin fee / account holder | $699 | $6,751-89.6% | $13,984-95.0% | $5,306-86.8% |