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 | $71,184 | $74,927-5.0% | $101,794-30.1% | $84,808-16.1% |
| Participation rate | 56.1% | 61.4%-5.3pp | 69.2%-13.1pp | 68.3%-12.3pp |
| Annual return | 15.75% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,503 | $1,522-1.2% | $2,289-34.3% | $2,631-42.9% |
| Participant deferral / active EE | $3,704 | $3,099+19.5% | $4,084-9.3% | $4,212-12.1% |
| Admin fee / account holder | $10,371 | $6,514+59.2% | $8,777+18.2% | $7,344+41.2% |