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 | $75,049 | $87,013-13.7% | $106,213-29.3% | $80,856-7.2% |
| Participation rate | 62.9% | 70.4%-7.5pp | 75.3%-12.4pp | 67.6%-4.7pp |
| Annual return | 14.44% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,961 | $2,395-18.1% | $3,171-38.2% | $2,755-28.8% |
| Participant deferral / active EE | $3,365 | $3,986-15.6% | $5,016-32.9% | $4,296-21.7% |
| Admin fee / account holder | $7,834 | $8,431-7.1% | $11,033-29.0% | $6,918+13.2% |