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 | $70,737 | $81,446-13.1% | $103,374-31.6% | $80,874-12.5% |
| Participation rate | 24.0% | 66.9%-42.9pp | 74.5%-50.5pp | 67.6%-43.6pp |
| Annual return | 11.74% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,048 | $3,107-66.3% | $3,869-72.9% | $2,756-62.0% |
| Participant deferral / active EE | $2,425 | $3,870-37.3% | $5,058-52.1% | $4,297-43.6% |
| Admin fee / account holder | $2,613 | $6,715-61.1% | $8,394-68.9% | $6,935-62.3% |