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 | $108,894 | $74,927+45.3% | $101,794+7.0% | $84,808+28.4% |
| Participation rate | 52.0% | 61.4%-9.4pp | 69.2%-17.2pp | 68.3%-16.3pp |
| Annual return | 15.14% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $486 | $1,522-68.1% | $2,289-78.8% | $2,631-81.5% |
| Participant deferral / active EE | $4,283 | $3,099+38.2% | $4,084+4.9% | $4,212+1.7% |
| Admin fee / account holder | $16,820 | $6,514+158.2% | $8,777+91.6% | $7,344+129.0% |