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 | $54,773 | $84,527-35.2% | $67,711-19.1% | $125,391-56.3% |
| Participation rate | 57.1% | 74.8%-17.6pp | 67.5%-10.4pp | 83.2%-26.0pp |
| Annual return | 1.15% | 2.57%-1.4pp | 25.41%-24.3pp | 282.22%-281.1pp |
| Employer contribution / active EE | $4,299 | $3,292+30.6% | $2,559+68.0% | $4,866-11.6% |
| Participant deferral / active EE | $10,255 | $4,429+131.5% | $3,585+186.1% | $5,352+91.6% |
| Admin fee / account holder | $349 | $5,340-93.5% | $4,255-91.8% | $9,540-96.3% |