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 | $66,654 | $80,717-17.4% | $154,803-56.9% | $84,808-21.4% |
| Participation rate | 56.8% | 66.8%-10.1pp | 78.1%-21.3pp | 68.3%-11.6pp |
| Annual return | 14.82% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,225 | $2,761-55.7% | $4,305-71.6% | $2,631-53.5% |
| Participant deferral / active EE | $3,236 | $3,303-2.0% | $5,540-41.6% | $4,212-23.2% |
| Admin fee / account holder | $3,139 | $6,746-53.5% | $14,329-78.1% | $7,344-57.3% |