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 | $72,914 | $57,065+27.8% | $75,670-3.6% | $70,131+4.0% |
| Participation rate | 58.6% | 68.1%-9.5pp | 72.3%-13.8pp | 69.5%-11.0pp |
| Annual return | 13.27% | 23.57%-10.3pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $884 | $1,817-51.3% | $2,352-62.4% | $2,342-62.3% |
| Participant deferral / active EE | $3,349 | $2,580+29.8% | $3,142+6.6% | $3,332+0.5% |
| Admin fee / account holder | $1,293 | $3,825-66.2% | $5,800-77.7% | $4,645-72.2% |