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 | $58,570 | $98,750-40.7% | $149,696-60.9% | $79,858-26.7% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.5%-23.1pp | 69.6%-10.3pp |
| Annual return | 15.77% | 27.43%-11.7pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,174 | $3,216-32.4% | $4,644-53.2% | $2,471-12.0% |
| Participant deferral / active EE | $6,938 | $5,680+22.1% | $6,842+1.4% | $3,740+85.5% |
| Admin fee / account holder | $1,395 | $6,053-76.9% | $9,309-85.0% | $5,306-73.7% |