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 | $65,133 | $215,361-69.8% | $171,082-61.9% | $273,961-76.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 6.12% | 25.14%-19.0pp | 32.56%-26.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,754 | $5,543-50.3% | $4,797-42.6% | $5,287-47.9% |
| Admin fee / account holder | $981 | $10,846-91.0% | $8,520-88.5% | $10,132-90.3% |