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 | $79,036 | $135,952-41.9% | $123,892-36.2% | $273,961-71.2% |
| Participation rate | 47.4% | 84.1%-36.7pp | 81.4%-34.0pp | 83.0%-35.6pp |
| Annual return | 6.41% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,263 | $5,170-75.6% | $4,617-72.6% | $4,869-74.1% |
| Participant deferral / active EE | $6,875 | $6,343+8.4% | $5,984+14.9% | $5,287+30.0% |
| Admin fee / account holder | $7,245 | $9,817-26.2% | $8,357-13.3% | $10,132-28.5% |