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 | $17,559 | $115,882-84.8% | $100,516-82.5% | $158,922-89.0% |
| Participation rate | 52.4% | 81.6%-29.2pp | 79.4%-27.0pp | 82.0%-29.6pp |
| Annual return | 20.85% | 34.79%-13.9pp | 30.89%-10.0pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,041 | $4,103-50.3% | $3,418-40.3% | $4,761-57.1% |
| Participant deferral / active EE | $4,522 | $6,674-32.2% | $6,270-27.9% | $5,982-24.4% |
| Admin fee / account holder | $430 | $10,995-96.1% | $8,081-94.7% | $11,246-96.2% |