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 | $85,573 | $181,894-53.0% | $156,549-45.3% | $273,961-68.8% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 10.45% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $4,354 | $6,248-30.3% | $5,501-20.9% | $4,869-10.6% |
| Participant deferral / active EE | $2,050 | $5,550-63.1% | $4,871-57.9% | $5,287-61.2% |
| Admin fee / account holder | $637 | $15,559-95.9% | $13,027-95.1% | $10,132-93.7% |