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 | $78,010 | $79,449-1.8% | $189,557-58.8% | $85,850-9.1% |
| Participation rate | 59.3% | 66.0%-6.7pp | 78.4%-19.2pp | 69.3%-10.1pp |
| Annual return | 13.32% | 18.45%-5.1pp | 64.17%-50.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,435 | $2,081+17.0% | $4,412-44.8% | $2,565-5.1% |
| Participant deferral / active EE | $3,694 | $4,051-8.8% | $6,174-40.2% | $3,952-6.5% |
| Admin fee / account holder | $6,115 | $5,377+13.7% | $9,807-37.7% | $6,260-2.3% |