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 | $61,556 | $77,314-20.4% | $177,989-65.4% | $80,856-23.9% |
| Participation rate | 56.8% | 65.7%-8.9pp | 77.1%-20.3pp | 67.6%-10.9pp |
| Annual return | 15.58% | 18.09%-2.5pp | 294.48%-278.9pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,052 | $2,292-10.5% | $3,949-48.0% | $2,755-25.5% |
| Participant deferral / active EE | $4,093 | $4,411-7.2% | $6,276-34.8% | $4,296-4.7% |
| Admin fee / account holder | $1,568 | $7,191-78.2% | $10,363-84.9% | $6,918-77.3% |