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 | $65,414 | $73,933-11.5% | $96,683-32.3% | $75,163-13.0% |
| Participation rate | 46.0% | 66.4%-20.4pp | 74.3%-28.4pp | 67.2%-21.2pp |
| Annual return | 15.98% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,651 | $2,928-43.6% | $3,737-55.8% | $2,670-38.1% |
| Participant deferral / active EE | $2,709 | $3,659-26.0% | $4,878-44.5% | $4,125-34.3% |
| Admin fee / account holder | $4,769 | $5,216-8.6% | $6,730-29.1% | $5,651-15.6% |