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 | $79,899 | $81,460-1.9% | $103,333-22.7% | $80,856-1.2% |
| Participation rate | 30.5% | 66.8%-36.3pp | 74.5%-44.0pp | 67.6%-37.1pp |
| Annual return | 16.99% | 25.55%-8.6pp | 24.88%-7.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,863 | $3,105-40.0% | $3,868-51.8% | $2,755-32.4% |
| Participant deferral / active EE | $2,741 | $3,869-29.2% | $5,057-45.8% | $4,296-36.2% |
| Admin fee / account holder | $4,932 | $6,566-24.9% | $8,355-41.0% | $6,918-28.7% |