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 | $73,451 | $109,413-32.9% | $156,263-53.0% | $84,808-13.4% |
| Participation rate | 59.5% | 72.7%-13.2pp | 78.9%-19.4pp | 68.3%-8.8pp |
| Annual return | 15.97% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,554 | $2,907-46.6% | $4,333-64.1% | $2,631-40.9% |
| Participant deferral / active EE | $5,052 | $4,590+10.1% | $6,158-18.0% | $4,212+20.0% |
| Admin fee / account holder | $348 | $9,357-96.3% | $14,255-97.6% | $7,344-95.3% |