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 | $78,510 | $90,503-13.3% | $78,689-0.2% | $273,961-71.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 10.37% | 75.60%-65.2pp | 62.18%-51.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,546 | $3,176-51.3% | $2,851-45.8% | $4,869-68.2% |
| Participant deferral / active EE | $2,846 | $3,901-27.1% | $3,517-19.1% | $5,287-46.2% |
| Admin fee / account holder | $3,153 | $5,263-40.1% | $4,510-30.1% | $10,132-68.9% |