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 | $41,762 | $93,571-55.4% | $135,903-69.3% | $75,163-44.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 21.04% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $3,478 | $3,537-1.7% | $4,856-28.4% | $2,670+30.3% |
| Participant deferral / active EE | $7,709 | $6,404+20.4% | $7,758-0.6% | $4,125+86.9% |
| Admin fee / account holder | $4,625 | $6,975-33.7% | $10,762-57.0% | $5,651-18.2% |