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 | $60,946 | $98,750-38.3% | $149,696-59.3% | $79,858-23.7% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.5%-17.4pp | 69.6%-4.6pp |
| Annual return | 27.47% | 27.43%0pp | 276.60%-249.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $3,064 | $3,216-4.7% | $4,644-34.0% | $2,471+24.0% |
| Participant deferral / active EE | $5,908 | $5,680+4.0% | $6,842-13.7% | $3,740+58.0% |
| Admin fee / account holder | $9,205 | $6,053+52.1% | $9,309-1.1% | $5,306+73.5% |