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 | $81,277 | $86,286-5.8% | $111,297-27.0% | $85,850-5.3% |
| Participation rate | 67.1% | 73.3%-6.3pp | 77.3%-10.3pp | 69.3%-2.3pp |
| Annual return | 12.91% | 19.99%-7.1pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,786 | $2,043-12.6% | $2,731-34.6% | $2,565-30.4% |
| Participant deferral / active EE | $3,384 | $3,641-7.0% | $4,487-24.6% | $3,952-14.4% |
| Admin fee / account holder | $4,910 | $8,188-40.0% | $7,964-38.3% | $6,260-21.6% |