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 | $28,221 | $80,968-65.1% | $96,544-70.8% | $75,163-62.5% |
| Participation rate | 56.0% | 71.8%-15.8pp | 76.0%-20.0pp | 67.2%-11.2pp |
| Annual return | 18.37% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,763 | $2,282-22.7% | $2,965-40.5% | $2,670-34.0% |
| Participant deferral / active EE | $2,573 | $3,928-34.5% | $4,851-47.0% | $4,125-37.6% |
| Admin fee / account holder | $4,757 | $6,724-29.3% | $8,252-42.4% | $5,651-15.8% |