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 | $25,573 | $64,348-60.3% | $90,160-71.6% | $70,131-63.5% |
| Participation rate | 61.1% | 70.4%-9.3pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 21.31% | 28.13%-6.8pp | 34.88%-13.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,467 | $2,046-28.3% | $3,318-55.8% | $2,342-37.4% |
| Participant deferral / active EE | $2,059 | $4,389-53.1% | $5,288-61.1% | $3,332-38.2% |
| Admin fee / account holder | $1,283 | $3,944-67.5% | $5,943-78.4% | $4,645-72.4% |