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 | $64,628 | $132,239-51.1% | $105,722-38.9% | $273,961-76.4% |
| Participation rate | 60.0% | 83.2%-23.2pp | 78.9%-18.9pp | 83.0%-23.0pp |
| Annual return | 27.05% | 10.07%+17.0pp | 12.25%+14.8pp | 41.45%-14.4pp |
| Employer contribution / active EE | $4,489 | $4,867-7.8% | $4,079+10.1% | $4,869-7.8% |
| Participant deferral / active EE | $5,745 | $6,233-7.8% | $5,326+7.9% | $5,287+8.7% |
| Admin fee / account holder | $1,600 | $12,032-86.7% | $8,308-80.7% | $10,132-84.2% |