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 | $45,989 | $74,927-38.6% | $101,794-54.8% | $84,808-45.8% |
| Participation rate | 69.2% | 61.4%+7.8pp | 69.2%0pp | 68.3%+0.9pp |
| Annual return | 17.12% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,131 | $1,522-25.7% | $2,289-50.6% | $2,631-57.0% |
| Participant deferral / active EE | $2,326 | $3,099-24.9% | $4,084-43.0% | $4,212-44.8% |
| Admin fee / account holder | $4,433 | $6,514-31.9% | $8,777-49.5% | $7,344-39.6% |