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 | $55,634 | $85,766-35.1% | $136,294-59.2% | $70,131-20.7% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 24.62% | 31.45%-6.8pp | 5155.94%-5131.3pp | 73.14%-48.5pp |
| Employer contribution / active EE | $1,984 | $2,966-33.1% | $4,695-57.7% | $2,342-15.3% |
| Participant deferral / active EE | $5,907 | $5,051+16.9% | $6,247-5.4% | $3,332+77.3% |
| Admin fee / account holder | $6,823 | $5,420+25.9% | $9,243-26.2% | $4,645+46.9% |