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 | $89,218 | $135,952-34.4% | $123,892-28.0% | $273,961-67.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 12.46% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $4,599 | $5,170-11.0% | $4,617-0.4% | $4,869-5.5% |
| Participant deferral / active EE | $9,509 | $6,343+49.9% | $5,984+58.9% | $5,287+79.9% |
| Admin fee / account holder | $6,638 | $9,817-32.4% | $8,357-20.6% | $10,132-34.5% |