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 | $50,191 | $91,552-45.2% | $133,956-62.5% | $79,858-37.1% |
| Participation rate | 46.7% | 73.3%-26.7pp | 79.8%-33.2pp | 69.6%-23.0pp |
| Annual return | 22.12% | 61.85%-39.7pp | 45.09%-23.0pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,467 | $2,384-38.5% | $3,919-62.6% | $2,471-40.6% |
| Participant deferral / active EE | $3,530 | $3,733-5.4% | $5,048-30.1% | $3,740-5.6% |
| Admin fee / account holder | $981 | $6,321-84.5% | $8,927-89.0% | $5,306-81.5% |