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 | $55,880 | $135,952-58.9% | $123,892-54.9% | $273,961-79.6% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 6.97% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,003 | $5,170-80.6% | $4,617-78.3% | $4,869-79.4% |
| Participant deferral / active EE | $3,907 | $6,343-38.4% | $5,984-34.7% | $5,287-26.1% |
| Admin fee / account holder | $591 | $9,817-94.0% | $8,357-92.9% | $10,132-94.2% |