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 | $77,061 | $161,352-52.2% | $134,172-42.6% | $137,256-43.9% |
| Participation rate | 53.3% | 78.3%-25.0pp | 72.5%-19.1pp | 80.0%-26.6pp |
| Annual return | 13.90% | 28.72%-14.8pp | 25.30%-11.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,679 | $4,099-59.0% | $3,420-50.9% | $4,156-59.6% |
| Participant deferral / active EE | $2,766 | $5,552-50.2% | $4,690-41.0% | $6,407-56.8% |
| Admin fee / account holder | $3,347 | $15,028-77.7% | $12,016-72.1% | $12,270-72.7% |