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 | $53,456 | $73,933-27.7% | $96,683-44.7% | $75,163-28.9% |
| Participation rate | 49.4% | 66.4%-17.0pp | 74.3%-24.9pp | 67.2%-17.8pp |
| Annual return | 21.46% | 26.70%-5.2pp | 35.69%-14.2pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,293 | $2,928-21.7% | $3,737-38.6% | $2,670-14.1% |
| Participant deferral / active EE | $4,921 | $3,659+34.5% | $4,878+0.9% | $4,125+19.3% |
| Admin fee / account holder | $4,804 | $5,216-7.9% | $6,730-28.6% | $5,651-15.0% |