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 | $64,215 | $80,968-20.7% | $96,544-33.5% | $75,163-14.6% |
| Participation rate | 63.0% | 71.8%-8.8pp | 76.0%-12.9pp | 67.2%-4.2pp |
| Annual return | 14.48% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.1pp |
| Employer contribution / active EE | $684 | $2,282-70.0% | $2,965-76.9% | $2,670-74.4% |
| Participant deferral / active EE | $3,276 | $3,928-16.6% | $4,851-32.5% | $4,125-20.6% |
| Admin fee / account holder | $7,856 | $6,724+16.8% | $8,252-4.8% | $5,651+39.0% |