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 | $49,620 | $93,571-47.0% | $135,903-63.5% | $75,163-34.0% |
| Participation rate | 64.9% | 75.2%-10.3pp | 81.9%-17.0pp | 67.2%-2.3pp |
| Annual return | 23.17% | 30.90%-7.7pp | 68.23%-45.1pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,025 | $3,537-71.0% | $4,856-78.9% | $2,670-61.6% |
| Participant deferral / active EE | $6,815 | $6,404+6.4% | $7,758-12.2% | $4,125+65.2% |
| Admin fee / account holder | $1,916 | $6,975-72.5% | $10,762-82.2% | $5,651-66.1% |