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 | $62,264 | $91,552-32.0% | $133,956-53.5% | $79,858-22.0% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 18.21% | 61.85%-43.6pp | 45.09%-26.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,505 | $2,384+5.1% | $3,919-36.1% | $2,471+1.4% |
| Participant deferral / active EE | $2,634 | $3,733-29.4% | $5,048-47.8% | $3,740-29.6% |
| Admin fee / account holder | $1,943 | $6,321-69.3% | $8,927-78.2% | $5,306-63.4% |