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 | $60,852 | $51,576+18.0% | $129,207-52.9% | $80,856-24.7% |
| Participation rate | 37.0% | 57.0%-20.0pp | 69.6%-32.6pp | 67.6%-30.7pp |
| Annual return | 12.30% | 20.81%-8.5pp | 9417.33%-9405.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $352 | $1,584-77.8% | $4,153-91.5% | $2,755-87.2% |
| Participant deferral / active EE | $1,415 | $2,669-47.0% | $4,168-66.0% | $4,296-67.1% |
| Admin fee / account holder | $18,131 | $4,305+321.1% | $7,715+135.0% | $6,918+162.1% |