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 | $77,881 | $81,460-4.4% | $103,333-24.6% | $80,856-3.7% |
| Participation rate | 30.2% | 66.8%-36.7pp | 74.5%-44.3pp | 67.6%-37.4pp |
| Annual return | 14.74% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,072 | $3,105-65.5% | $3,868-72.3% | $2,755-61.1% |
| Participant deferral / active EE | $2,175 | $3,869-43.8% | $5,057-57.0% | $4,296-49.4% |
| Admin fee / account holder | $8,676 | $6,566+32.1% | $8,355+3.9% | $6,918+25.4% |