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 | $72,340 | $72,277+0.1% | $101,248-28.6% | $79,858-9.4% |
| Participation rate | 50.7% | 68.5%-17.7pp | 75.8%-25.1pp | 69.6%-18.9pp |
| Annual return | 18.15% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,899 | $2,692-29.4% | $3,660-48.1% | $2,471-23.1% |
| Participant deferral / active EE | $2,498 | $3,282-23.9% | $4,370-42.8% | $3,740-33.2% |
| Admin fee / account holder | $1,635 | $4,400-62.9% | $5,945-72.5% | $5,306-69.2% |