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 | $23,284 | $52,903-56.0% | $73,307-68.2% | $59,632-61.0% |
| Participation rate | 68.3% | 68.2%+0.1pp | 74.9%-6.6pp | 68.7%-0.4pp |
| Annual return | 25.13% | 12.20%+12.9pp | 5.67%+19.5pp | 2041.28%-2016.2pp |
| Employer contribution / active EE | $4,039 | $1,909+111.6% | $3,237+24.8% | $2,203+83.4% |
| Participant deferral / active EE | $5,993 | $4,069+47.3% | $4,991+20.1% | $3,192+87.8% |
| Admin fee / account holder | $1,808 | $3,834-52.8% | $5,637-67.9% | $4,297-57.9% |