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 | $65,306 | $215,361-69.7% | $171,082-61.8% | $273,961-76.2% |
| Participation rate | 69.2% | 82.0%-12.8pp | 76.7%-7.5pp | 83.0%-13.8pp |
| Annual return | 6.93% | 25.14%-18.2pp | 32.56%-25.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,382 | $4,967-52.0% | $4,002-40.5% | $4,869-51.1% |
| Participant deferral / active EE | $4,612 | $5,543-16.8% | $4,797-3.9% | $5,287-12.8% |
| Admin fee / account holder | $4,593 | $10,846-57.7% | $8,520-46.1% | $10,132-54.7% |