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 | $56,545 | $87,733-35.5% | $106,548-46.9% | $85,850-34.1% |
| Participation rate | 61.0% | 71.9%-11.0pp | 76.1%-15.2pp | 69.3%-8.3pp |
| Annual return | 11.86% | 21.86%-10.0pp | 26.80%-14.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,360 | $2,073-34.4% | $2,819-51.8% | $2,565-47.0% |
| Participant deferral / active EE | $2,658 | $3,469-23.4% | $4,398-39.6% | $3,952-32.7% |
| Admin fee / account holder | $3,630 | $6,767-46.4% | $7,407-51.0% | $6,260-42.0% |