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 | $71,816 | $99,633-27.9% | $183,328-60.8% | $82,448-12.9% |
| Participation rate | 59.0% | 70.8%-11.7pp | 77.3%-18.3pp | 68.1%-9.1pp |
| Annual return | 16.52% | 17.84%-1.3pp | 29.67%-13.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,926 | $3,256-40.9% | $5,055-61.9% | $2,551-24.5% |
| Participant deferral / active EE | $3,714 | $4,938-24.8% | $6,795-45.3% | $4,139-10.3% |
| Admin fee / account holder | $4,437 | $9,934-55.3% | $21,427-79.3% | $7,234-38.7% |