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 | $38,970 | $54,541-28.5% | $78,778-50.5% | $70,131-44.4% |
| Participation rate | 57.9% | 60.8%-2.9pp | 69.2%-11.3pp | 69.5%-11.6pp |
| Annual return | 15.28% | 21.07%-5.8pp | 35.62%-20.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,594 | $1,089+230.2% | $1,986+81.0% | $2,342+53.4% |
| Participant deferral / active EE | $1,121 | $2,210-49.3% | $2,958-62.1% | $3,332-66.3% |
| Admin fee / account holder | $10,796 | $3,709+191.1% | $5,134+110.3% | $4,645+132.4% |