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 | $57,646 | $93,346-38.2% | $71,796-19.7% | $273,961-79.0% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.1%-44.1pp | 83.0%-58.0pp |
| Annual return | 13.80% | 130.39%-116.6pp | 78.04%-64.2pp | 41.45%-27.7pp |
| Employer contribution / active EE | $2,354 | $2,733-13.9% | $1,924+22.3% | $4,869-51.7% |
| Participant deferral / active EE | $3,729 | $3,475+7.3% | $2,794+33.4% | $5,287-29.5% |
| Admin fee / account holder | $2,174 | $6,571-66.9% | $4,815-54.9% | $10,132-78.5% |