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 | $33,319 | $89,355-62.7% | $141,162-76.4% | $72,985-54.3% |
| Participation rate | 56.7% | 75.1%-18.5pp | 82.5%-25.8pp | 69.5%-12.8pp |
| Annual return | 20.78% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,996 | $3,114-35.9% | $4,735-57.9% | $2,440-18.2% |
| Participant deferral / active EE | $5,008 | $5,418-7.6% | $6,709-25.4% | $3,607+38.8% |
| Admin fee / account holder | $17,918 | $5,958+200.7% | $10,261+74.6% | $5,124+249.7% |