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 | $70,097 | $81,460-13.9% | $103,333-32.2% | $80,856-13.3% |
| Participation rate | 54.4% | 66.8%-12.5pp | 74.5%-20.1pp | 67.6%-13.3pp |
| Annual return | 13.14% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,044 | $3,105-34.2% | $3,868-47.2% | $2,755-25.8% |
| Participant deferral / active EE | $3,981 | $3,869+2.9% | $5,057-21.3% | $4,296-7.3% |
| Admin fee / account holder | $1,731 | $6,566-73.6% | $8,355-79.3% | $6,918-75.0% |