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 | $54,427 | $73,933-26.4% | $96,683-43.7% | $75,163-27.6% |
| Participation rate | 63.2% | 66.4%-3.3pp | 74.3%-11.2pp | 67.2%-4.0pp |
| Annual return | 13.37% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,127 | $2,928-61.5% | $3,737-69.8% | $2,670-57.8% |
| Participant deferral / active EE | $2,504 | $3,659-31.6% | $4,878-48.7% | $4,125-39.3% |
| Admin fee / account holder | $3,242 | $5,216-37.8% | $6,730-51.8% | $5,651-42.6% |