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 | $65,273 | $90,503-27.9% | $78,689-17.0% | $273,961-76.2% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 10.03% | 75.60%-65.6pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,175 | $3,176-63.0% | $2,851-58.8% | $4,869-75.9% |
| Participant deferral / active EE | $3,825 | $3,901-1.9% | $3,517+8.8% | $5,287-27.7% |
| Admin fee / account holder | $2,060 | $5,263-60.9% | $4,510-54.3% | $10,132-79.7% |