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 | $57,932 | $135,952-57.4% | $123,892-53.2% | $273,961-78.9% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 6.32% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,516 | $5,170-70.7% | $4,617-67.2% | $4,869-68.9% |
| Participant deferral / active EE | $2,921 | $6,343-54.0% | $5,984-51.2% | $5,287-44.8% |
| Admin fee / account holder | $325 | $9,817-96.7% | $8,357-96.1% | $10,132-96.8% |