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 | $75,663 | $135,952-44.3% | $123,892-38.9% | $273,961-72.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 9.08% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,462 | $5,170-52.4% | $4,617-46.7% | $4,869-49.4% |
| Participant deferral / active EE | $6,766 | $6,343+6.7% | $5,984+13.1% | $5,287+28.0% |
| Admin fee / account holder | $2,488 | $9,817-74.7% | $8,357-70.2% | $10,132-75.4% |