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 | $69,128 | $109,881-37.1% | $150,045-53.9% | $84,808-18.5% |
| Participation rate | 67.9% | 76.1%-8.2pp | 82.3%-14.4pp | 68.3%-0.4pp |
| Annual return | 18.01% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,432 | $3,561-31.7% | $4,693-48.2% | $2,631-7.5% |
| Participant deferral / active EE | $4,415 | $6,636-33.5% | $7,997-44.8% | $4,212+4.8% |
| Admin fee / account holder | $1,304 | $8,568-84.8% | $13,435-90.3% | $7,344-82.2% |