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 | $51,480 | $52,681-2.3% | $75,781-32.1% | $59,632-13.7% |
| Participation rate | 53.3% | 67.2%-13.9pp | 75.8%-22.5pp | 68.7%-15.3pp |
| Annual return | 1.55% | 2.95%-1.4pp | 9.68%-8.1pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $1,470 | $2,193-33.0% | $3,323-55.8% | $2,203-33.3% |
| Participant deferral / active EE | $4,097 | $2,591+58.1% | $3,651+12.2% | $3,192+28.4% |
| Admin fee / account holder | $14,364 | $3,610+297.9% | $5,299+171.1% | $4,297+234.3% |