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 | $71,440 | $73,933-3.4% | $96,683-26.1% | $75,163-5.0% |
| Participation rate | 50.7% | 66.4%-15.7pp | 74.3%-23.6pp | 67.2%-16.5pp |
| Annual return | 13.93% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,530 | $2,928-47.7% | $3,737-59.1% | $2,670-42.7% |
| Participant deferral / active EE | $3,955 | $3,659+8.1% | $4,878-18.9% | $4,125-4.1% |
| Admin fee / account holder | $2,655 | $5,216-49.1% | $6,730-60.5% | $5,651-53.0% |