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 | $62,360 | $90,503-31.1% | $78,689-20.8% | $273,961-77.2% |
| Participation rate | 43.8% | 76.5%-32.8pp | 73.6%-29.8pp | 83.0%-39.3pp |
| Annual return | 8.93% | 75.60%-66.7pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,287 | $3,176-28.0% | $2,851-19.8% | $4,869-53.0% |
| Participant deferral / active EE | $3,392 | $3,901-13.1% | $3,517-3.5% | $5,287-35.8% |
| Admin fee / account holder | $324 | $5,263-93.8% | $4,510-92.8% | $10,132-96.8% |