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 | $48,274 | $94,315-48.8% | $239,403-79.8% | $116,462-58.5% |
| Participation rate | 62.1% | 71.7%-9.6pp | 82.2%-20.1pp | 74.7%-12.6pp |
| Annual return | 16.70% | 19.05%-2.4pp | 3.34%+13.4pp | 15.65%+1.0pp |
| Employer contribution / active EE | $1,118 | $1,745-35.9% | $4,656-76.0% | $3,231-65.4% |
| Participant deferral / active EE | $1,851 | $2,870-35.5% | $4,239-56.3% | $3,836-51.7% |
| Admin fee / account holder | $1,186 | $9,071-86.9% | $21,121-94.4% | $12,754-90.7% |