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 | $68,594 | $84,233-18.6% | $170,442-59.8% | $70,131-2.2% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 16.29% | 23.06%-6.8pp | 205.93%-189.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,591 | $3,387-53.0% | $5,433-70.7% | $2,342-32.1% |
| Participant deferral / active EE | $2,594 | $3,086-15.9% | $4,939-47.5% | $3,332-22.1% |
| Admin fee / account holder | $2,046 | $5,698-64.1% | $13,880-85.3% | $4,645-56.0% |