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 | $78,985 | $81,446-3.0% | $103,374-23.6% | $80,874-2.3% |
| Participation rate | 53.8% | 66.9%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 13.62% | 25.57%-11.9pp | 24.89%-11.3pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,782 | $3,107-42.6% | $3,869-53.9% | $2,756-35.3% |
| Participant deferral / active EE | $4,373 | $3,870+13.0% | $5,058-13.5% | $4,297+1.8% |
| Admin fee / account holder | $3,217 | $6,715-52.1% | $8,394-61.7% | $6,935-53.6% |