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 | $52,147 | $61,272-14.9% | $149,673-65.2% | $71,457-27.0% |
| Participation rate | 52.9% | 62.5%-9.6pp | 78.8%-25.9pp | 67.9%-15.0pp |
| Annual return | 15.06% | 35.85%-20.8pp | 134.42%-119.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $3,072 | $2,378+29.1% | $4,818-36.2% | $2,588+18.7% |
| Participant deferral / active EE | $2,913 | $2,917-0.2% | $5,680-48.7% | $4,289-32.1% |
| Admin fee / account holder | $9,791 | $1,261+676.2% | $13,210-25.9% | $1,587+516.8% |