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 | $64,776 | $72,012-10.0% | $185,823-65.1% | $79,858-18.9% |
| Participation rate | 61.8% | 65.8%-4.0pp | 78.0%-16.3pp | 69.6%-7.9pp |
| Annual return | 12.66% | 23.12%-10.5pp | 35.95%-23.3pp | 31.71%-19.1pp |
| Employer contribution / active EE | $382 | $1,965-80.6% | $4,087-90.7% | $2,471-84.6% |
| Participant deferral / active EE | $1,590 | $3,779-57.9% | $5,632-71.8% | $3,740-57.5% |
| Admin fee / account holder | $3,181 | $4,513-29.5% | $9,500-66.5% | $5,306-40.0% |