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 | $29,645 | $117,983-74.9% | $101,794-70.9% | $142,382-79.2% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.2%0pp | 80.1%-10.9pp |
| Annual return | 12.02% | 36.92%-24.9pp | 30.53%-18.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,439 | $2,773-48.1% | $2,289-37.1% | $4,299-66.5% |
| Participant deferral / active EE | $2,619 | $4,714-44.4% | $4,084-35.9% | $6,507-59.8% |
| Admin fee / account holder | $817 | $10,433-92.2% | $8,777-90.7% | $12,624-93.5% |