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 | $48,041 | $89,355-46.2% | $141,162-66.0% | $72,985-34.2% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 28.28% | 111.85%-83.6pp | 71.39%-43.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $5,015 | $3,114+61.0% | $4,735+5.9% | $2,440+105.5% |
| Participant deferral / active EE | $9,247 | $5,418+70.7% | $6,709+37.8% | $3,607+156.3% |
| Admin fee / account holder | $4,671 | $5,958-21.6% | $10,261-54.5% | $5,124-8.9% |