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 | $55,876 | $153,772-63.7% | $133,980-58.3% | $273,961-79.6% |
| Participation rate | 68.2% | 88.4%-20.2pp | 87.1%-18.9pp | 83.0%-14.8pp |
| Annual return | 8.83% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,258 | $6,029-62.5% | $5,211-56.7% | $4,869-53.6% |
| Participant deferral / active EE | $4,251 | $6,958-38.9% | $6,282-32.3% | $5,287-19.6% |
| Admin fee / account holder | $565 | $11,765-95.2% | $9,324-93.9% | $10,132-94.4% |