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 | $44,274 | $48,076-7.9% | $78,689-43.7% | $62,891-29.6% |
| Participation rate | 69.7% | 65.2%+4.5pp | 73.6%-3.9pp | 69.3%+0.4pp |
| Annual return | 11.23% | 31.35%-20.1pp | 62.18%-50.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,501 | $2,015+24.1% | $2,851-12.3% | $2,281+9.7% |
| Participant deferral / active EE | $5,453 | $2,588+110.7% | $3,517+55.1% | $3,203+70.3% |
| Admin fee / account holder | $12,885 | $3,207+301.7% | $4,510+185.7% | $4,296+200.0% |