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 | $59,742 | $93,571-36.2% | $135,903-56.0% | $75,163-20.5% |
| Participation rate | 69.7% | 75.2%-5.5pp | 81.9%-12.2pp | 67.2%+2.5pp |
| Annual return | 15.79% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,117 | $3,537-40.1% | $4,856-56.4% | $2,670-20.7% |
| Participant deferral / active EE | $5,693 | $6,404-11.1% | $7,758-26.6% | $4,125+38.0% |
| Admin fee / account holder | $4,075 | $6,975-41.6% | $10,762-62.1% | $5,651-27.9% |