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 | $24,254 | $85,766-71.7% | $136,294-82.2% | $70,131-65.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 15.20% | 31.45%-16.3pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,219 | $2,966-25.2% | $4,695-52.7% | $2,342-5.3% |
| Participant deferral / active EE | $3,844 | $5,051-23.9% | $6,247-38.5% | $3,332+15.4% |
| Admin fee / account holder | $2,624 | $5,420-51.6% | $9,243-71.6% | $4,645-43.5% |