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 | $82,691 | $111,301-25.7% | $112,977-26.8% | $158,922-48.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.6%-32.6pp | 82.0%-32.0pp |
| Annual return | 18.86% | 26.40%-7.5pp | 24.24%-5.4pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,237 | $4,471-72.3% | $4,255-70.9% | $4,761-74.0% |
| Participant deferral / active EE | $5,948 | $5,880+1.2% | $5,836+1.9% | $5,982-0.6% |
| Admin fee / account holder | $27,702 | $8,392+230.1% | $6,294+340.1% | $11,246+146.3% |