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 | $57,195 | $95,266-40.0% | $82,389-30.6% | $142,382-59.8% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.5%-44.5pp | 80.1%-55.1pp |
| Annual return | 17.18% | 25.74%-8.6pp | 28.67%-11.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,507 | $2,991+151.0% | $2,517+198.2% | $4,299+74.6% |
| Participant deferral / active EE | $4,944 | $4,809+2.8% | $4,155+19.0% | $6,507-24.0% |
| Admin fee / account holder | $2,615 | $8,563-69.5% | $7,231-63.8% | $12,624-79.3% |