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 | $80,937 | $84,233-3.9% | $170,442-52.5% | $70,131+15.4% |
| Participation rate | 63.7% | 70.8%-7.1pp | 83.6%-19.9pp | 69.5%-5.8pp |
| Annual return | 21.25% | 23.06%-1.8pp | 205.93%-184.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $863 | $3,387-74.5% | $5,433-84.1% | $2,342-63.1% |
| Participant deferral / active EE | $3,515 | $3,086+13.9% | $4,939-28.8% | $3,332+5.5% |
| Admin fee / account holder | $903 | $5,698-84.1% | $13,880-93.5% | $4,645-80.6% |