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 | $59,926 | $109,881-45.5% | $150,045-60.1% | $84,808-29.3% |
| Participation rate | 64.1% | 76.1%-12.0pp | 82.3%-18.3pp | 68.3%-4.2pp |
| Annual return | 16.45% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,726 | $3,561+4.6% | $4,693-20.6% | $2,631+41.6% |
| Participant deferral / active EE | $5,980 | $6,636-9.9% | $7,997-25.2% | $4,212+42.0% |
| Admin fee / account holder | $18,068 | $8,568+110.9% | $13,435+34.5% | $7,344+146.0% |