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 | $61,078 | $153,772-60.3% | $133,980-54.4% | $273,961-77.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 32.42% | 36.51%-4.1pp | 29.30%+3.1pp | 41.45%-9.0pp |
| Employer contribution / active EE | $1,524 | $6,029-74.7% | $5,211-70.8% | $4,869-68.7% |
| Participant deferral / active EE | $4,329 | $6,958-37.8% | $6,282-31.1% | $5,287-18.1% |
| Admin fee / account holder | $1,039 | $11,765-91.2% | $9,324-88.9% | $10,132-89.7% |