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 | $69,984 | $76,367-8.4% | $93,606-25.2% | $72,985-4.1% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 22.73% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,207 | $2,275-47.0% | $2,718-55.6% | $2,440-50.5% |
| Participant deferral / active EE | $1,644 | $3,538-53.5% | $4,069-59.6% | $3,607-54.4% |
| Admin fee / account holder | $3,677 | $6,838-46.2% | $7,888-53.4% | $5,124-28.2% |