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 | $77,365 | $81,208-4.7% | $98,907-21.8% | $79,858-3.1% |
| Participation rate | 60.7% | 72.5%-11.9pp | 76.0%-15.4pp | 69.6%-9.0pp |
| Annual return | 14.84% | 60.99%-46.2pp | 196.43%-181.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,235 | $1,960-37.0% | $2,689-54.1% | $2,471-50.0% |
| Participant deferral / active EE | $2,351 | $3,265-28.0% | $4,244-44.6% | $3,740-37.2% |
| Admin fee / account holder | $1,591 | $6,013-73.5% | $6,642-76.0% | $5,306-70.0% |