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 | $51,156 | $73,933-30.8% | $96,683-47.1% | $75,163-31.9% |
| Participation rate | 64.1% | 66.4%-2.4pp | 74.3%-10.3pp | 67.2%-3.1pp |
| Annual return | 17.23% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,118 | $2,928-27.6% | $3,737-43.3% | $2,670-20.7% |
| Participant deferral / active EE | $2,997 | $3,659-18.1% | $4,878-38.6% | $4,125-27.3% |
| Admin fee / account holder | $1,939 | $5,216-62.8% | $6,730-71.2% | $5,651-65.7% |