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 | $59,873 | $73,933-19.0% | $96,683-38.1% | $75,163-20.3% |
| Participation rate | 65.4% | 66.4%-1.0pp | 74.3%-9.0pp | 67.2%-1.8pp |
| Annual return | 14.83% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $752 | $2,928-74.3% | $3,737-79.9% | $2,670-71.8% |
| Participant deferral / active EE | $5,362 | $3,659+46.6% | $4,878+9.9% | $4,125+30.0% |
| Admin fee / account holder | $567 | $5,216-89.1% | $6,730-91.6% | $5,651-90.0% |