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 | $67,528 | $80,968-16.6% | $96,544-30.1% | $75,163-10.2% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 13.39% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,240 | $2,282-45.6% | $2,965-58.2% | $2,670-53.5% |
| Participant deferral / active EE | $2,636 | $3,928-32.9% | $4,851-45.7% | $4,125-36.1% |
| Admin fee / account holder | $26,939 | $6,724+300.6% | $8,252+226.4% | $5,651+376.7% |