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 | $61,268 | $98,750-38.0% | $149,696-59.1% | $79,858-23.3% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.5%-16.8pp | 69.6%-3.9pp |
| Annual return | 15.65% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,286 | $3,216-60.0% | $4,644-72.3% | $2,471-48.0% |
| Participant deferral / active EE | $3,082 | $5,680-45.7% | $6,842-54.9% | $3,740-17.6% |
| Admin fee / account holder | $858 | $6,053-85.8% | $9,309-90.8% | $5,306-83.8% |