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 | $35,392 | $55,706-36.5% | $75,886-53.4% | $72,985-51.5% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.3%-8.7pp | 69.5%-8.9pp |
| Annual return | 23.48% | 27.59%-4.1pp | 30.76%-7.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,689 | $1,687+0.1% | $2,500-32.5% | $2,440-30.8% |
| Participant deferral / active EE | $4,392 | $2,634+66.8% | $3,603+21.9% | $3,607+21.8% |
| Admin fee / account holder | $2,269 | $3,978-43.0% | $5,418-58.1% | $5,124-55.7% |