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 | $46,790 | $106,515-56.1% | $96,683-51.6% | $139,434-66.4% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 14.03% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $14,914 | $4,103+263.5% | $3,737+299.1% | $4,751+213.9% |
| Participant deferral / active EE | $2,337 | $5,454-57.1% | $4,878-52.1% | $6,710-65.2% |
| Admin fee / account holder | $3,751 | $7,877-52.4% | $6,730-44.3% | $11,403-67.1% |