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 | $46,650 | $51,576-9.5% | $129,207-63.9% | $80,856-42.3% |
| Participation rate | 53.2% | 57.0%-3.8pp | 69.6%-16.4pp | 67.6%-14.4pp |
| Annual return | 11.29% | 20.81%-9.5pp | 9417.33%-9406.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $915 | $1,584-42.2% | $4,153-78.0% | $2,755-66.8% |
| Participant deferral / active EE | $2,483 | $2,669-7.0% | $4,168-40.4% | $4,296-42.2% |
| Admin fee / account holder | $7,180 | $4,305+66.8% | $7,715-6.9% | $6,918+3.8% |