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 | $70,590 | $124,281-43.2% | $109,143-35.3% | $167,490-57.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 11.73% | 26.04%-14.3pp | 25.75%-14.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,898 | $4,207-31.1% | $3,722-22.1% | $4,837-40.1% |
| Participant deferral / active EE | $5,223 | $5,255-0.6% | $4,653+12.3% | $6,341-17.6% |
| Admin fee / account holder | $13,236 | $7,970+66.1% | $6,752+96.0% | $12,309+7.5% |