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 | $40,082 | $65,395-38.7% | $182,532-78.0% | $72,985-45.1% |
| Participation rate | 64.9% | 65.4%-0.5pp | 78.0%-13.0pp | 69.5%-4.6pp |
| Annual return | 19.51% | 27.68%-8.2pp | 148.54%-129.0pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,585 | $1,911-17.1% | $4,076-61.1% | $2,440-35.0% |
| Participant deferral / active EE | $2,300 | $3,563-35.4% | $5,524-58.4% | $3,607-36.2% |
| Admin fee / account holder | $1,821 | $4,245-57.1% | $8,592-78.8% | $5,124-64.5% |