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 | $22,560 | $135,952-83.4% | $123,892-81.8% | $273,961-91.8% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 8.14% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,397 | $5,170-73.0% | $4,617-69.7% | $4,869-71.3% |
| Participant deferral / active EE | $2,985 | $6,343-52.9% | $5,984-50.1% | $5,287-43.5% |
| Admin fee / account holder | $7,773 | $9,817-20.8% | $8,357-7.0% | $10,132-23.3% |