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 | $73,604 | $127,065-42.1% | $113,168-35.0% | $142,382-48.3% |
| Participation rate | 68.4% | 79.2%-10.8pp | 76.6%-8.1pp | 80.1%-11.7pp |
| Annual return | 15.06% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,783 | $3,442-48.2% | $2,975-40.1% | $4,299-58.5% |
| Participant deferral / active EE | $4,825 | $5,716-15.6% | $5,107-5.5% | $6,507-25.9% |
| Admin fee / account holder | $1,890 | $15,736-88.0% | $12,068-84.3% | $12,624-85.0% |