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 | $46,983 | $78,422-40.1% | $95,952-51.0% | $79,858-41.2% |
| Participation rate | 64.7% | 73.5%-8.8pp | 77.1%-12.4pp | 69.6%-4.9pp |
| Annual return | 32.51% | 19.37%+13.1pp | 91.61%-59.1pp | 31.71%+0.8pp |
| Employer contribution / active EE | $1,868 | $1,945-3.9% | $2,541-26.5% | $2,471-24.4% |
| Participant deferral / active EE | $4,309 | $3,440+25.3% | $4,167+3.4% | $3,740+15.2% |
| Admin fee / account holder | $575 | $5,622-89.8% | $6,795-91.5% | $5,306-89.2% |