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 | $27,972 | $85,766-67.4% | $136,294-79.5% | $70,131-60.1% |
| Participation rate | 68.1% | 74.2%-6.1pp | 81.9%-13.8pp | 69.5%-1.5pp |
| Annual return | 19.44% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,155 | $2,966+6.4% | $4,695-32.8% | $2,342+34.7% |
| Participant deferral / active EE | $5,578 | $5,051+10.4% | $6,247-10.7% | $3,332+67.4% |
| Admin fee / account holder | $1,286 | $5,420-76.3% | $9,243-86.1% | $4,645-72.3% |