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 | $49,152 | $93,346-47.3% | $71,796-31.5% | $273,961-82.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 12.70% | 130.39%-117.7pp | 78.04%-65.3pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,917 | $2,733-29.8% | $1,924-0.4% | $4,869-60.6% |
| Participant deferral / active EE | $2,940 | $3,475-15.4% | $2,794+5.2% | $5,287-44.4% |
| Admin fee / account holder | $2,866 | $6,571-56.4% | $4,815-40.5% | $10,132-71.7% |