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 | $72,110 | $72,277-0.2% | $101,248-28.8% | $79,858-9.7% |
| Participation rate | 44.7% | 68.5%-23.7pp | 75.8%-31.1pp | 69.6%-24.9pp |
| Annual return | 21.59% | 22.30%-0.7pp | 46.47%-24.9pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,594 | $2,692-40.8% | $3,660-56.4% | $2,471-35.5% |
| Participant deferral / active EE | $3,843 | $3,282+17.1% | $4,370-12.1% | $3,740+2.8% |
| Admin fee / account holder | $585 | $4,400-86.7% | $5,945-90.2% | $5,306-89.0% |