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 | $75,934 | $110,257-31.1% | $96,544-21.3% | $139,434-45.5% |
| Participation rate | 52.6% | 78.1%-25.5pp | 76.0%-23.3pp | 80.3%-27.7pp |
| Annual return | 12.15% | 26.32%-14.2pp | 25.84%-13.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,954 | $5,548+7.3% | $4,851+22.7% | $6,710-11.3% |
| Admin fee / account holder | $12,070 | $11,591+4.1% | $8,252+46.3% | $11,403+5.9% |