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 | $56,732 | $101,763-44.3% | $164,866-65.6% | $80,874-29.9% |
| Participation rate | 62.7% | 71.8%-9.1pp | 78.6%-15.9pp | 67.6%-4.9pp |
| Annual return | 18.96% | 16.73%+2.2pp | 69.97%-51.0pp | 35.62%-16.7pp |
| Employer contribution / active EE | $1,972 | $2,954-33.2% | $4,343-54.6% | $2,756-28.4% |
| Participant deferral / active EE | $3,745 | $4,477-16.3% | $6,033-37.9% | $4,297-12.8% |
| Admin fee / account holder | $540 | $8,228-93.4% | $12,689-95.7% | $6,935-92.2% |