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 | $42,562 | $73,933-42.4% | $96,683-56.0% | $75,163-43.4% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 21.66% | 26.70%-5.0pp | 35.69%-14.0pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,213 | $2,928-24.4% | $3,737-40.8% | $2,670-17.1% |
| Participant deferral / active EE | $2,389 | $3,659-34.7% | $4,878-51.0% | $4,125-42.1% |
| Admin fee / account holder | $8,238 | $5,216+57.9% | $6,730+22.4% | $5,651+45.8% |