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 | $70,225 | $92,985-24.5% | $153,485-54.2% | $80,856-13.1% |
| Participation rate | 69.7% | 69.0%+0.7pp | 77.1%-7.4pp | 67.6%+2.0pp |
| Annual return | 12.37% | 19.95%-7.6pp | 15.65%-3.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,112 | $5,178+37.4% | $6,757+5.3% | $4,296+65.6% |
| Admin fee / account holder | $8,391 | $8,880-5.5% | $12,724-34.1% | $6,918+21.3% |