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 | $52,873 | $124,281-57.5% | $109,143-51.6% | $167,490-68.4% |
| Participation rate | 46.2% | 79.4%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 12.71% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,779 | $4,207-57.7% | $3,722-52.2% | $4,837-63.2% |
| Participant deferral / active EE | $3,487 | $5,255-33.7% | $4,653-25.1% | $6,341-45.0% |
| Admin fee / account holder | $98,591 | $7,970+1137.1% | $6,752+1360.1% | $12,309+701.0% |