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 | $71,192 | $95,803-25.7% | $113,168-37.1% | $84,808-16.1% |
| Participation rate | 68.3% | 72.9%-4.5pp | 76.6%-8.2pp | 68.3%0pp |
| Annual return | 15.05% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,348 | $2,360-0.5% | $2,975-21.1% | $2,631-10.8% |
| Participant deferral / active EE | $4,323 | $4,242+1.9% | $5,107-15.3% | $4,212+2.7% |
| Admin fee / account holder | $13,205 | $8,989+46.9% | $12,068+9.4% | $7,344+79.8% |