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 | $58,654 | $103,966-43.6% | $112,887-48.0% | $75,163-22.0% |
| Participation rate | 45.0% | 75.7%-30.7pp | 80.5%-35.5pp | 67.2%-22.2pp |
| Annual return | 14.88% | 24.54%-9.7pp | 34.10%-19.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,330 | $3,870-65.6% | $4,563-70.9% | $2,670-50.2% |
| Participant deferral / active EE | $3,308 | $5,456-39.4% | $6,513-49.2% | $4,125-19.8% |
| Admin fee / account holder | $10,759 | $7,663+40.4% | $7,047+52.7% | $5,651+90.4% |