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 | $25,101 | $74,927-66.5% | $101,794-75.3% | $84,808-70.4% |
| Participation rate | 67.9% | 61.4%+6.5pp | 69.2%-1.3pp | 68.3%-0.5pp |
| Annual return | 21.19% | 18.70%+2.5pp | 30.53%-9.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,111 | $1,522-27.0% | $2,289-51.5% | $2,631-57.8% |
| Participant deferral / active EE | $2,543 | $3,099-18.0% | $4,084-37.7% | $4,212-39.6% |
| Admin fee / account holder | $314 | $6,514-95.2% | $8,777-96.4% | $7,344-95.7% |