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 | $54,003 | $109,881-50.9% | $150,045-64.0% | $84,808-36.3% |
| Participation rate | 62.9% | 76.1%-13.2pp | 82.3%-19.5pp | 68.3%-5.5pp |
| Annual return | 15.08% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,199 | $3,561-66.3% | $4,693-74.5% | $2,631-54.4% |
| Participant deferral / active EE | $4,320 | $6,636-34.9% | $7,997-46.0% | $4,212+2.6% |
| Admin fee / account holder | $7,171 | $8,568-16.3% | $13,435-46.6% | $7,344-2.4% |