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 | $45,992 | $89,355-48.5% | $141,162-67.4% | $72,985-37.0% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.5%-20.4pp | 69.5%-7.4pp |
| Annual return | 23.09% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,714 | $3,114+19.2% | $4,735-21.6% | $2,440+52.2% |
| Participant deferral / active EE | $3,972 | $5,418-26.7% | $6,709-40.8% | $3,607+10.1% |
| Admin fee / account holder | $840 | $5,958-85.9% | $10,261-91.8% | $5,124-83.6% |