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 | $73,414 | $72,012+1.9% | $185,823-60.5% | $79,858-8.1% |
| Participation rate | 52.5% | 65.8%-13.3pp | 78.0%-25.5pp | 69.6%-17.1pp |
| Annual return | 16.80% | 23.12%-6.3pp | 35.95%-19.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $605 | $1,965-69.2% | $4,087-85.2% | $2,471-75.5% |
| Participant deferral / active EE | $3,081 | $3,779-18.5% | $5,632-45.3% | $3,740-17.6% |
| Admin fee / account holder | $3,765 | $4,513-16.6% | $9,500-60.4% | $5,306-29.1% |