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 | $54,109 | $98,750-45.2% | $149,696-63.9% | $79,858-32.2% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.5%-18.4pp | 69.6%-5.5pp |
| Annual return | 17.26% | 27.43%-10.2pp | 276.60%-259.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,034 | $3,216-67.8% | $4,644-77.7% | $2,471-58.1% |
| Participant deferral / active EE | $4,228 | $5,680-25.6% | $6,842-38.2% | $3,740+13.0% |
| Admin fee / account holder | $1,474 | $6,053-75.7% | $9,309-84.2% | $5,306-72.2% |