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 | $51,830 | $69,515-25.4% | $86,874-40.3% | $85,850-39.6% |
| Participation rate | 50.0% | 66.3%-16.3pp | 71.6%-21.6pp | 69.3%-19.3pp |
| Annual return | 18.28% | 20.12%-1.8pp | 63.52%-45.2pp | 318.53%-300.3pp |
| Employer contribution / active EE | $2,357 | $1,880+25.3% | $2,495-5.6% | $2,565-8.1% |
| Participant deferral / active EE | $5,474 | $2,919+87.5% | $3,699+48.0% | $3,952+38.5% |
| Admin fee / account holder | $5,508 | $5,972-7.8% | $5,828-5.5% | $6,260-12.0% |