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 | $65,942 | $72,492-9.0% | $87,100-24.3% | $72,985-9.6% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.9%-8.4pp | 69.5%-1.1pp |
| Annual return | 16.29% | 24.46%-8.2pp | 28.19%-11.9pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,108 | $1,894-41.5% | $2,521-56.1% | $2,440-54.6% |
| Participant deferral / active EE | $2,623 | $3,270-19.8% | $4,049-35.2% | $3,607-27.3% |
| Admin fee / account holder | $1,814 | $5,055-64.1% | $7,497-75.8% | $5,124-64.6% |