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 | $59,624 | $85,766-30.5% | $136,294-56.3% | $70,131-15.0% |
| Participation rate | 69.8% | 74.2%-4.3pp | 81.9%-12.1pp | 69.5%+0.3pp |
| Annual return | 17.34% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,598 | $2,966-12.4% | $4,695-44.7% | $2,342+10.9% |
| Participant deferral / active EE | $4,817 | $5,051-4.6% | $6,247-22.9% | $3,332+44.6% |
| Admin fee / account holder | $1,123 | $5,420-79.3% | $9,243-87.9% | $4,645-75.8% |