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 | $58,196 | $80,968-28.1% | $96,544-39.7% | $75,163-22.6% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 13.81% | 27.06%-13.3pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,579 | $2,282-30.8% | $2,965-46.8% | $2,670-40.9% |
| Participant deferral / active EE | $3,169 | $3,928-19.3% | $4,851-34.7% | $4,125-23.2% |
| Admin fee / account holder | $8,411 | $6,724+25.1% | $8,252+1.9% | $5,651+48.8% |