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 | $74,221 | $111,754-33.6% | $103,333-28.2% | $145,922-49.1% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.5%-18.0pp | 80.3%-23.8pp |
| Annual return | 9.82% | 24.77%-14.9pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,483 | $4,212-41.1% | $3,868-35.8% | $4,660-46.7% |
| Participant deferral / active EE | $5,386 | $5,619-4.1% | $5,057+6.5% | $6,688-19.5% |
| Admin fee / account holder | $2,756 | $9,750-71.7% | $8,355-67.0% | $13,397-79.4% |