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 | $70,642 | $95,266-25.8% | $82,389-14.3% | $142,382-50.4% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 20.76% | 25.74%-5.0pp | 28.67%-7.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,467 | $2,991-51.0% | $2,517-41.7% | $4,299-65.9% |
| Participant deferral / active EE | $3,784 | $4,809-21.3% | $4,155-8.9% | $6,507-41.8% |
| Admin fee / account holder | $3,610 | $8,563-57.8% | $7,231-50.1% | $12,624-71.4% |