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 | $92,019 | $135,952-32.3% | $123,892-25.7% | $273,961-66.4% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 6.25% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,492 | $5,170-71.1% | $4,617-67.7% | $4,869-69.3% |
| Participant deferral / active EE | $2,625 | $6,343-58.6% | $5,984-56.1% | $5,287-50.4% |
| Admin fee / account holder | $880 | $9,817-91.0% | $8,357-89.5% | $10,132-91.3% |