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 | $70,346 | $72,277-2.7% | $101,248-30.5% | $79,858-11.9% |
| Participation rate | 64.7% | 68.5%-3.8pp | 75.8%-11.1pp | 69.6%-4.9pp |
| Annual return | 11.67% | 22.30%-10.6pp | 46.47%-34.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $972 | $2,692-63.9% | $3,660-73.4% | $2,471-60.7% |
| Participant deferral / active EE | $2,505 | $3,282-23.7% | $4,370-42.7% | $3,740-33.0% |
| Admin fee / account holder | $4,960 | $4,400+12.7% | $5,945-16.6% | $5,306-6.5% |