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 | $51,650 | $77,523-33.4% | $100,383-48.5% | $80,874-36.1% |
| Participation rate | 61.5% | 77.0%-15.4pp | 81.5%-20.0pp | 67.6%-6.1pp |
| Annual return | 12.92% | 37.21%-24.3pp | 49.26%-36.3pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,199 | $2,801-57.2% | $3,944-69.6% | $2,756-56.5% |
| Participant deferral / active EE | $3,346 | $6,822-50.9% | $8,086-58.6% | $4,297-22.1% |
| Admin fee / account holder | $14,112 | $5,899+139.2% | $7,900+78.6% | $6,935+103.5% |