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 | $44,325 | $91,407-51.5% | $135,903-67.4% | $71,457-38.0% |
| Participation rate | 46.0% | 75.7%-29.7pp | 81.9%-35.9pp | 67.9%-21.9pp |
| Annual return | 20.20% | 29.90%-9.7pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,886 | $3,703-49.1% | $4,856-61.2% | $2,588-27.1% |
| Participant deferral / active EE | $4,615 | $7,092-34.9% | $7,758-40.5% | $4,289+7.6% |
| Admin fee / account holder | $2,587 | $1,266+104.4% | $10,762-76.0% | $1,587+63.0% |