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 | $33,008 | $89,355-63.1% | $141,162-76.6% | $72,985-54.8% |
| Participation rate | 67.3% | 75.1%-7.8pp | 82.5%-15.1pp | 69.5%-2.1pp |
| Annual return | 24.29% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,365 | $3,114-24.1% | $4,735-50.1% | $2,440-3.1% |
| Participant deferral / active EE | $4,775 | $5,418-11.9% | $6,709-28.8% | $3,607+32.4% |
| Admin fee / account holder | $2,998 | $5,958-49.7% | $10,261-70.8% | $5,124-41.5% |