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 | $46,886 | $96,484-51.4% | $75,886-38.2% | $152,861-69.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 17.33% | 33.98%-16.6pp | 30.76%-13.4pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,395 | $3,309-57.9% | $2,500-44.2% | $4,762-70.7% |
| Participant deferral / active EE | $2,374 | $4,553-47.9% | $3,603-34.1% | $5,850-59.4% |
| Admin fee / account holder | $5,217 | $8,078-35.4% | $5,418-3.7% | $11,596-55.0% |