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 | $45,552 | $63,346-28.1% | $92,233-50.6% | $70,131-35.0% |
| Participation rate | 66.1% | 68.7%-2.6pp | 76.5%-10.4pp | 69.5%-3.5pp |
| Annual return | 14.07% | 530.12%-516.0pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,536 | $2,471-37.8% | $3,679-58.3% | $2,342-34.4% |
| Participant deferral / active EE | $2,228 | $2,854-21.9% | $3,897-42.8% | $3,332-33.1% |
| Admin fee / account holder | $1,233 | $3,840-67.9% | $5,194-76.3% | $4,645-73.5% |