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 | $28,634 | $135,952-78.9% | $123,892-76.9% | $273,961-89.5% |
| Participation rate | 47.8% | 84.1%-36.2pp | 81.4%-33.6pp | 83.0%-35.2pp |
| Annual return | 8.46% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,939 | $5,170-23.8% | $4,617-14.7% | $4,869-19.1% |
| Participant deferral / active EE | $5,731 | $6,343-9.6% | $5,984-4.2% | $5,287+8.4% |
| Admin fee / account holder | $9,553 | $9,817-2.7% | $8,357+14.3% | $10,132-5.7% |