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 | $70,160 | $109,881-36.1% | $150,045-53.2% | $84,808-17.3% |
| Participation rate | 65.8% | 76.1%-10.3pp | 82.3%-16.5pp | 68.3%-2.5pp |
| Annual return | 14.18% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,519 | $3,561-57.4% | $4,693-67.6% | $2,631-42.3% |
| Participant deferral / active EE | $5,484 | $6,636-17.4% | $7,997-31.4% | $4,212+30.2% |
| Admin fee / account holder | $6,582 | $8,568-23.2% | $13,435-51.0% | $7,344-10.4% |