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 | $64,244 | $65,365-1.7% | $92,893-30.8% | $72,985-12.0% |
| Participation rate | 58.8% | 68.3%-9.5pp | 76.0%-17.2pp | 69.5%-10.7pp |
| Annual return | 17.48% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,538 | $3,128-18.9% | $4,236-40.1% | $3,607-29.7% |
| Admin fee / account holder | $4,576 | $4,251+7.6% | $5,794-21.0% | $5,124-10.7% |