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 | $58,573 | $81,446-28.1% | $103,374-43.3% | $80,874-27.6% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 16.09% | 25.57%-9.5pp | 24.89%-8.8pp | 35.62%-19.5pp |
| Employer contribution / active EE | $2,203 | $3,107-29.1% | $3,869-43.1% | $2,756-20.0% |
| Participant deferral / active EE | $4,120 | $3,870+6.5% | $5,058-18.5% | $4,297-4.1% |
| Admin fee / account holder | $436 | $6,715-93.5% | $8,394-94.8% | $6,935-93.7% |