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 | $42,734 | $135,952-68.6% | $123,892-65.5% | $273,961-84.4% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 11.83% | 56.63%-44.8pp | 47.52%-35.7pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,180 | $5,170-77.2% | $4,617-74.4% | $4,869-75.8% |
| Participant deferral / active EE | $4,379 | $6,343-31.0% | $5,984-26.8% | $5,287-17.2% |
| Admin fee / account holder | $2,643 | $9,817-73.1% | $8,357-68.4% | $10,132-73.9% |