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 | $51,078 | $135,952-62.4% | $123,892-58.8% | $273,961-81.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 5.79% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $8,993 | $5,170+74.0% | $4,617+94.8% | $4,869+84.7% |
| Participant deferral / active EE | $4,963 | $6,343-21.7% | $5,984-17.1% | $5,287-6.1% |
| Admin fee / account holder | $778 | $9,817-92.1% | $8,357-90.7% | $10,132-92.3% |