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 | $54,137 | $132,239-59.1% | $105,722-48.8% | $273,961-80.2% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 8.26% | 10.07%-1.8pp | 12.25%-4.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,501 | $4,867-69.2% | $4,079-63.2% | $4,869-69.2% |
| Participant deferral / active EE | $6,844 | $6,233+9.8% | $5,326+28.5% | $5,287+29.4% |
| Admin fee / account holder | $584 | $12,032-95.1% | $8,308-93.0% | $10,132-94.2% |