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 | $74,883 | $89,753-16.6% | $107,525-30.4% | $84,808-11.7% |
| Participation rate | 58.9% | 68.1%-9.2pp | 75.1%-16.2pp | 68.3%-9.4pp |
| Annual return | 24.59% | 29.48%-4.9pp | 181.32%-156.7pp | 40.90%-16.3pp |
| Employer contribution / active EE | $2,378 | $3,113-23.6% | $3,754-36.7% | $2,631-9.6% |
| Participant deferral / active EE | $4,887 | $4,056+20.5% | $5,116-4.5% | $4,212+16.0% |
| Admin fee / account holder | $1,184 | $7,222-83.6% | $8,919-86.7% | $7,344-83.9% |