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 | $60,375 | $95,803-37.0% | $113,168-46.7% | $84,808-28.8% |
| Participation rate | 61.4% | 72.9%-11.5pp | 76.6%-15.2pp | 68.3%-6.9pp |
| Annual return | 15.56% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $886 | $2,360-62.5% | $2,975-70.2% | $2,631-66.3% |
| Participant deferral / active EE | $5,093 | $4,242+20.1% | $5,107-0.3% | $4,212+20.9% |
| Admin fee / account holder | $9,758 | $8,989+8.6% | $12,068-19.1% | $7,344+32.9% |