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 | $67,185 | $72,277-7.0% | $101,248-33.6% | $79,858-15.9% |
| Participation rate | 59.0% | 68.5%-9.5pp | 75.8%-16.8pp | 69.6%-10.7pp |
| Annual return | 15.16% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,797 | $2,692-33.2% | $3,660-50.9% | $2,471-27.3% |
| Participant deferral / active EE | $3,825 | $3,282+16.6% | $4,370-12.5% | $3,740+2.3% |
| Admin fee / account holder | $1,608 | $4,400-63.4% | $5,945-72.9% | $5,306-69.7% |