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 | $74,009 | $94,625-21.8% | $116,228-36.3% | $84,808-12.7% |
| Participation rate | 67.7% | 70.4%-2.7pp | 74.6%-6.8pp | 68.3%-0.6pp |
| Annual return | 16.40% | 20.40%-4.0pp | 90.06%-73.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,734 | $2,347-26.1% | $2,994-42.1% | $2,631-34.1% |
| Participant deferral / active EE | $1,734 | $3,972-56.3% | $4,953-65.0% | $4,212-58.8% |
| Admin fee / account holder | $6,920 | $10,091-31.4% | $11,989-42.3% | $7,344-5.8% |