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 | $64,984 | $181,894-64.3% | $156,549-58.5% | $273,961-76.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 6.38% | 30.74%-24.4pp | 32.23%-25.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,591 | $6,248-74.5% | $5,501-71.1% | $4,869-67.3% |
| Participant deferral / active EE | $5,822 | $5,550+4.9% | $4,871+19.5% | $5,287+10.1% |
| Admin fee / account holder | $551 | $15,559-96.5% | $13,027-95.8% | $10,132-94.6% |