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 | $57,391 | $80,717-28.9% | $154,803-62.9% | $84,808-32.3% |
| Participation rate | 65.5% | 66.8%-1.3pp | 78.1%-12.6pp | 68.3%-2.8pp |
| Annual return | 30.33% | 37.96%-7.6pp | 58.88%-28.6pp | 40.90%-10.6pp |
| Employer contribution / active EE | $1,840 | $2,761-33.4% | $4,305-57.3% | $2,631-30.1% |
| Participant deferral / active EE | $3,001 | $3,303-9.1% | $5,540-45.8% | $4,212-28.7% |
| Admin fee / account holder | $702 | $6,746-89.6% | $14,329-95.1% | $7,344-90.4% |