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 | $60,167 | $89,753-33.0% | $107,525-44.0% | $84,808-29.1% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 18.78% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,573 | $3,113-49.5% | $3,754-58.1% | $2,631-40.2% |
| Participant deferral / active EE | $6,737 | $4,056+66.1% | $5,116+31.7% | $4,212+60.0% |
| Admin fee / account holder | $479 | $7,222-93.4% | $8,919-94.6% | $7,344-93.5% |