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 | $85,109 | $103,949-18.1% | $69,182+23.0% | $273,961-68.9% |
| Participation rate | 28.6% | 67.4%-38.8pp | 55.1%-26.5pp | 83.0%-54.4pp |
| Annual return | 8.70% | 35.28%-26.6pp | -21.93%+30.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,063 | $1,783+15.7% | $1,206+71.0% | $4,869-57.6% |
| Participant deferral / active EE | $3,977 | $2,716+46.4% | $1,897+109.7% | $5,287-24.8% |
| Admin fee / account holder | $355 | $3,671-90.3% | $2,697-86.9% | $10,132-96.5% |