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 | $66,902 | $71,057-5.8% | $93,654-28.6% | $80,874-17.3% |
| Participation rate | 67.6% | 60.4%+7.2pp | 68.7%-1.1pp | 67.6%0pp |
| Annual return | 10.87% | 11.26%-0.4pp | 133.34%-122.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,365 | $1,564-12.7% | $2,421-43.6% | $2,756-50.5% |
| Participant deferral / active EE | $5,191 | $4,034+28.7% | $4,413+17.6% | $4,297+20.8% |
| Admin fee / account holder | $2,966 | $6,944-57.3% | $8,282-64.2% | $6,935-57.2% |