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 | $64,925 | $56,110+15.7% | $94,993-31.7% | $70,131-7.4% |
| Participation rate | 36.1% | 65.0%-28.9pp | 73.9%-37.8pp | 69.5%-33.4pp |
| Annual return | 17.42% | 51.02%-33.6pp | 27.12%-9.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $632 | $1,442-56.2% | $2,603-75.7% | $2,342-73.0% |
| Participant deferral / active EE | $2,350 | $2,391-1.7% | $3,317-29.2% | $3,332-29.5% |
| Admin fee / account holder | $1,825 | $3,456-47.2% | $4,960-63.2% | $4,645-60.7% |