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 | $41,134 | $85,766-52.0% | $136,294-69.8% | $70,131-41.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 17.01% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,723 | $2,966-41.9% | $4,695-63.3% | $2,342-26.5% |
| Participant deferral / active EE | $4,333 | $5,051-14.2% | $6,247-30.6% | $3,332+30.1% |
| Admin fee / account holder | $956 | $5,420-82.4% | $9,243-89.7% | $4,645-79.4% |