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 | $64,864 | $90,503-28.3% | $78,689-17.6% | $273,961-76.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 5.32% | 75.60%-70.3pp | 62.18%-56.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,942 | $3,176-38.9% | $2,851-31.9% | $4,869-60.1% |
| Participant deferral / active EE | $2,388 | $3,901-38.8% | $3,517-32.1% | $5,287-54.8% |
| Admin fee / account holder | $1,641 | $5,263-68.8% | $4,510-63.6% | $10,132-83.8% |