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 | $93,137 | $135,952-31.5% | $123,892-24.8% | $273,961-66.0% |
| Participation rate | 60.9% | 84.1%-23.2pp | 81.4%-20.5pp | 83.0%-22.1pp |
| Annual return | 8.30% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $968 | $5,170-81.3% | $4,617-79.0% | $4,869-80.1% |
| Participant deferral / active EE | $6,556 | $6,343+3.4% | $5,984+9.6% | $5,287+24.0% |
| Admin fee / account holder | $2,547 | $9,817-74.1% | $8,357-69.5% | $10,132-74.9% |