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 | $62,269 | $67,606-7.9% | $82,313-24.4% | $70,131-11.2% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%-0.1pp |
| Annual return | 16.29% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,136 | $1,755-35.3% | $2,428-53.2% | $2,342-51.5% |
| Participant deferral / active EE | $3,319 | $2,987+11.1% | $3,706-10.4% | $3,332-0.4% |
| Admin fee / account holder | $5,528 | $4,512+22.5% | $5,608-1.4% | $4,645+19.0% |