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 | $70,293 | $73,933-4.9% | $96,683-27.3% | $75,163-6.5% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.6pp | 67.2%-26.5pp |
| Annual return | 13.42% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $786 | $2,928-73.2% | $3,737-79.0% | $2,670-70.6% |
| Participant deferral / active EE | $2,619 | $3,659-28.4% | $4,878-46.3% | $4,125-36.5% |
| Admin fee / account holder | $3,035 | $5,216-41.8% | $6,730-54.9% | $5,651-46.3% |