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 | $64,112 | $67,606-5.2% | $82,313-22.1% | $70,131-8.6% |
| Participation rate | 55.3% | 72.8%-17.5pp | 76.9%-21.6pp | 69.5%-14.3pp |
| Annual return | 13.05% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,403 | $1,755-20.0% | $2,428-42.2% | $2,342-40.1% |
| Participant deferral / active EE | $3,558 | $2,987+19.1% | $3,706-4.0% | $3,332+6.8% |
| Admin fee / account holder | $2,752 | $4,512-39.0% | $5,608-50.9% | $4,645-40.8% |