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 | $76,844 | $90,503-15.1% | $78,689-2.3% | $273,961-72.0% |
| Participation rate | 53.3% | 76.5%-23.2pp | 73.6%-20.2pp | 83.0%-29.7pp |
| Annual return | 9.76% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,839 | $3,176-42.1% | $2,851-35.5% | $4,869-62.2% |
| Participant deferral / active EE | $2,898 | $3,901-25.7% | $3,517-17.6% | $5,287-45.2% |
| Admin fee / account holder | $1,608 | $5,263-69.5% | $4,510-64.4% | $10,132-84.1% |