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 | $16,079 | $54,705-70.6% | $71,209-77.4% | $84,808-81.0% |
| Participation rate | 53.3% | 64.1%-10.7pp | 73.8%-20.4pp | 68.3%-15.0pp |
| Annual return | 24.67% | 35.90%-11.2pp | 282.51%-257.8pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,830 | $2,158-15.2% | $2,721-32.7% | $2,631-30.4% |
| Participant deferral / active EE | $2,574 | $3,030-15.1% | $4,175-38.3% | $4,212-38.9% |
| Admin fee / account holder | $3,114 | $4,863-36.0% | $5,349-41.8% | $7,344-57.6% |