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 | $68,753 | $99,652-31.0% | $78,778-12.7% | $147,584-53.4% |
| Participation rate | 36.4% | 76.2%-39.9pp | 69.2%-32.8pp | 82.8%-46.5pp |
| Annual return | 14.46% | 47.28%-32.8pp | 35.62%-21.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,111 | $2,796-60.3% | $1,986-44.0% | $4,876-77.2% |
| Participant deferral / active EE | $2,634 | $3,664-28.1% | $2,958-11.0% | $5,439-51.6% |
| Admin fee / account holder | $9,722 | $7,155+35.9% | $5,134+89.4% | $10,885-10.7% |