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 | $74,932 | $80,968-7.5% | $96,544-22.4% | $75,163-0.3% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 14.09% | 27.06%-13.0pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $666 | $2,282-70.8% | $2,965-77.5% | $2,670-75.0% |
| Participant deferral / active EE | $2,868 | $3,928-27.0% | $4,851-40.9% | $4,125-30.5% |
| Admin fee / account holder | $4,276 | $6,724-36.4% | $8,252-48.2% | $5,651-24.3% |