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 | $70,626 | $157,256-55.1% | $141,162-50.0% | $152,861-53.8% |
| Participation rate | 47.6% | 84.8%-37.2pp | 82.5%-34.9pp | 82.4%-34.8pp |
| Annual return | 24.33% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,924 | $5,261-63.4% | $4,735-59.4% | $4,762-59.6% |
| Participant deferral / active EE | $4,485 | $7,109-36.9% | $6,709-33.1% | $5,850-23.3% |
| Admin fee / account holder | $38,485 | $12,120+217.5% | $10,261+275.1% | $11,596+231.9% |