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 | $43,378 | $39,798+9.0% | $67,711-35.9% | $59,632-27.3% |
| Participation rate | 63.5% | 57.4%+6.1pp | 67.5%-4.1pp | 68.7%-5.2pp |
| Annual return | 6.05% | 89.94%-83.9pp | 25.41%-19.4pp | 2041.28%-2035.2pp |
| Employer contribution / active EE | $2,157 | $1,393+54.9% | $2,559-15.7% | $2,203-2.1% |
| Participant deferral / active EE | $2,395 | $2,335+2.6% | $3,585-33.2% | $3,192-25.0% |
| Admin fee / account holder | $2,947 | $3,212-8.2% | $4,255-30.7% | $4,297-31.4% |