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 | $21,545 | $80,717-73.3% | $154,803-86.1% | $84,808-74.6% |
| Participation rate | 66.2% | 66.8%-0.6pp | 78.1%-11.9pp | 68.3%-2.1pp |
| Annual return | 32.67% | 37.96%-5.3pp | 58.88%-26.2pp | 40.90%-8.2pp |
| Employer contribution / active EE | $1,317 | $2,761-52.3% | $4,305-69.4% | $2,631-49.9% |
| Participant deferral / active EE | $2,025 | $3,303-38.7% | $5,540-63.4% | $4,212-51.9% |
| Admin fee / account holder | $3,770 | $6,746-44.1% | $14,329-73.7% | $7,344-48.7% |