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 | $70,907 | $73,933-4.1% | $96,683-26.7% | $75,163-5.7% |
| Participation rate | 61.6% | 66.4%-4.8pp | 74.3%-12.7pp | 67.2%-5.5pp |
| Annual return | 17.91% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,443 | $2,928-50.7% | $3,737-61.4% | $2,670-45.9% |
| Participant deferral / active EE | $3,496 | $3,659-4.4% | $4,878-28.3% | $4,125-15.2% |
| Admin fee / account holder | $1,967 | $5,216-62.3% | $6,730-70.8% | $5,651-65.2% |