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 | $55,285 | $80,724-31.5% | $103,333-46.5% | $74,495-25.8% |
| Participation rate | 33.6% | 65.7%-32.0pp | 74.5%-40.9pp | 67.2%-33.6pp |
| Annual return | 18.60% | 27.56%-9.0pp | 24.88%-6.3pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $1,532 | $3,157-51.5% | $3,868-60.4% | $2,623-41.6% |
| Participant deferral / active EE | $3,441 | $3,860-10.9% | $5,057-32.0% | $4,346-20.8% |
| Admin fee / account holder | $2,231 | $2,368-5.8% | $8,355-73.3% | $1,942+14.9% |