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 | $61,240 | $59,097+3.6% | $82,389-25.7% | $74,304-17.6% |
| Participation rate | 47.6% | 52.8%-5.1pp | 69.5%-21.9pp | 60.3%-12.7pp |
| Annual return | 13.91% | 22.85%-8.9pp | 28.67%-14.8pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,265 | $1,601-21.0% | $2,517-49.7% | $2,241-43.5% |
| Participant deferral / active EE | $2,559 | $2,775-7.8% | $4,155-38.4% | $3,767-32.1% |
| Admin fee / account holder | $6,553 | $4,489+46.0% | $7,231-9.4% | $2,969+120.7% |