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 | $64,027 | $85,766-25.3% | $136,294-53.0% | $70,131-8.7% |
| Participation rate | 63.5% | 74.2%-10.7pp | 81.9%-18.5pp | 69.5%-6.1pp |
| Annual return | 24.87% | 31.45%-6.6pp | 5155.94%-5131.1pp | 73.14%-48.3pp |
| Employer contribution / active EE | $4,891 | $2,966+64.9% | $4,695+4.2% | $2,342+108.8% |
| Participant deferral / active EE | $3,062 | $5,051-39.4% | $6,247-51.0% | $3,332-8.1% |
| Admin fee / account holder | $401 | $5,420-92.6% | $9,243-95.7% | $4,645-91.4% |