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 | $75,367 | $181,894-58.6% | $156,549-51.9% | $273,961-72.5% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 7.51% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $5,296 | $6,248-15.2% | $5,501-3.7% | $4,869+8.8% |
| Participant deferral / active EE | $3,679 | $5,550-33.7% | $4,871-24.5% | $5,287-30.4% |
| Admin fee / account holder | $812 | $15,559-94.8% | $13,027-93.8% | $10,132-92.0% |