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 | $32,825 | $83,337-60.6% | $67,834-51.6% | $273,961-88.0% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 6.52% | 259.45%-252.9pp | 138.47%-132.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,602 | $3,287-51.3% | $2,403-33.4% | $4,869-67.1% |
| Participant deferral / active EE | $1,723 | $4,088-57.8% | $3,160-45.5% | $5,287-67.4% |
| Admin fee / account holder | $4,719 | $6,752-30.1% | $4,622+2.1% | $10,132-53.4% |