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 | $70,193 | $81,248-13.6% | $155,509-54.9% | $80,856-13.2% |
| Participation rate | 64.3% | 66.2%-1.9pp | 78.2%-13.9pp | 67.6%-3.4pp |
| Annual return | 13.71% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,675 | $3,100-13.7% | $4,672-42.7% | $2,755-2.9% |
| Participant deferral / active EE | $3,648 | $3,452+5.7% | $5,626-35.2% | $4,296-15.1% |
| Admin fee / account holder | $1,435 | $7,997-82.1% | $15,912-91.0% | $6,918-79.3% |