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 | $49,088 | $79,944-38.6% | $98,439-50.1% | $75,163-34.7% |
| Participation rate | 66.2% | 70.4%-4.1pp | 75.2%-8.9pp | 67.2%-1.0pp |
| Annual return | 17.55% | 19.75%-2.2pp | 21.16%-3.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $6,535 | $2,264+188.7% | $3,048+114.4% | $2,670+144.8% |
| Participant deferral / active EE | $2,999 | $3,752-20.1% | $4,738-36.7% | $4,125-27.3% |
| Admin fee / account holder | $2,160 | $6,840-68.4% | $8,948-75.9% | $5,651-61.8% |