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 | $68,206 | $91,552-25.5% | $133,956-49.1% | $79,858-14.6% |
| Participation rate | 45.7% | 73.3%-27.7pp | 79.8%-34.2pp | 69.6%-24.0pp |
| Annual return | 18.69% | 61.85%-43.2pp | 45.09%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,412 | $2,384-40.8% | $3,919-64.0% | $2,471-42.9% |
| Participant deferral / active EE | $3,865 | $3,733+3.5% | $5,048-23.4% | $3,740+3.4% |
| Admin fee / account holder | $7,941 | $6,321+25.6% | $8,927-11.1% | $5,306+49.6% |