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 | $46,627 | $53,127-12.2% | $86,590-46.2% | $70,131-33.5% |
| Participation rate | 55.6% | 65.3%-9.8pp | 73.5%-18.0pp | 69.5%-14.0pp |
| Annual return | 18.61% | 27.66%-9.1pp | 964.84%-946.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,137 | $2,068-45.0% | $2,839-60.0% | $2,342-51.5% |
| Participant deferral / active EE | $2,629 | $2,696-2.5% | $3,609-27.1% | $3,332-21.1% |
| Admin fee / account holder | $1,148 | $3,585-68.0% | $4,906-76.6% | $4,645-75.3% |