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 | $62,091 | $153,772-59.6% | $133,980-53.7% | $273,961-77.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.69% | 36.51%-28.8pp | 29.30%-21.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $8,642 | $6,029+43.3% | $5,211+65.8% | $4,869+77.5% |
| Participant deferral / active EE | $8,741 | $6,958+25.6% | $6,282+39.1% | $5,287+65.3% |
| Admin fee / account holder | $109,074 | $11,765+827.1% | $9,324+1069.8% | $10,132+976.5% |