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 | $44,885 | $181,894-75.3% | $156,549-71.3% | $273,961-83.6% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 11.26% | 30.74%-19.5pp | 32.23%-21.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $5,075 | $6,248-18.8% | $5,501-7.7% | $4,869+4.2% |
| Participant deferral / active EE | $6,783 | $5,550+22.2% | $4,871+39.3% | $5,287+28.3% |
| Admin fee / account holder | $790 | $15,559-94.9% | $13,027-93.9% | $10,132-92.2% |