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 | $66,160 | $85,766-22.9% | $136,294-51.5% | $70,131-5.7% |
| Participation rate | 44.8% | 74.2%-29.3pp | 81.9%-37.1pp | 69.5%-24.7pp |
| Annual return | 19.09% | 31.45%-12.4pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,439 | $2,966-17.8% | $4,695-48.1% | $2,342+4.1% |
| Participant deferral / active EE | $5,192 | $5,051+2.8% | $6,247-16.9% | $3,332+55.8% |
| Admin fee / account holder | $1,857 | $5,420-65.7% | $9,243-79.9% | $4,645-60.0% |