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 | $66,544 | $76,367-12.9% | $93,606-28.9% | $72,985-8.8% |
| Participation rate | 68.8% | 71.7%-3.0pp | 75.8%-7.1pp | 69.5%-0.7pp |
| Annual return | 23.33% | 25.82%-2.5pp | 32.76%-9.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $500 | $2,275-78.0% | $2,718-81.6% | $2,440-79.5% |
| Participant deferral / active EE | $1,704 | $3,538-51.8% | $4,069-58.1% | $3,607-52.8% |
| Admin fee / account holder | $4,583 | $6,838-33.0% | $7,888-41.9% | $5,124-10.6% |