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 | $49,521 | $77,503-36.1% | $100,391-50.7% | $80,856-38.8% |
| Participation rate | 65.8% | 76.9%-11.2pp | 81.5%-15.7pp | 67.6%-1.8pp |
| Annual return | 13.44% | 37.20%-23.8pp | 49.20%-35.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,003 | $2,801+7.2% | $3,942-23.8% | $2,755+9.0% |
| Participant deferral / active EE | $4,518 | $6,820-33.8% | $8,082-44.1% | $4,296+5.2% |
| Admin fee / account holder | $3,893 | $5,897-34.0% | $7,899-50.7% | $6,918-43.7% |