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 | $70,642 | $87,166-19.0% | $76,735-7.9% | $137,256-48.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 20.76% | 26.50%-5.7pp | 29.77%-9.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,467 | $2,904-49.5% | $2,454-40.2% | $4,156-64.7% |
| Participant deferral / active EE | $3,784 | $4,726-19.9% | $4,088-7.4% | $6,407-40.9% |
| Admin fee / account holder | $3,610 | $8,403-57.0% | $7,189-49.8% | $12,270-70.6% |