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 | $61,439 | $104,974-41.5% | $95,585-35.7% | $142,382-56.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 14.09% | 210.33%-196.2pp | 38.56%-24.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,654 | $2,779-4.5% | $2,527+5.0% | $4,299-38.3% |
| Participant deferral / active EE | $3,041 | $4,352-30.1% | $4,023-24.4% | $6,507-53.3% |
| Admin fee / account holder | $2,150 | $6,386-66.3% | $6,127-64.9% | $12,624-83.0% |