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 | $70,898 | $76,050-6.8% | $96,544-26.6% | $71,457-0.8% |
| Participation rate | 44.4% | 74.4%-30.0pp | 76.0%-31.6pp | 67.9%-23.6pp |
| Annual return | 15.80% | 22.81%-7.0pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,960 | $2,244-12.7% | $2,965-33.9% | $2,588-24.3% |
| Participant deferral / active EE | $2,879 | $4,215-31.7% | $4,851-40.7% | $4,289-32.9% |
| Admin fee / account holder | $5,595 | $2,707+106.7% | $8,252-32.2% | $1,587+252.5% |