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 | $67,765 | $100,773-32.8% | $88,946-23.8% | $142,382-52.4% |
| Participation rate | 52.6% | 74.3%-21.7pp | 68.8%-16.2pp | 80.1%-27.5pp |
| Annual return | 19.71% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,649 | $2,918-43.5% | $2,555-35.4% | $4,299-61.6% |
| Participant deferral / active EE | $5,151 | $5,230-1.5% | $4,581+12.4% | $6,507-20.8% |
| Admin fee / account holder | $1,784 | $9,693-81.6% | $8,261-78.4% | $12,624-85.9% |