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 | $78,709 | $79,944-1.5% | $98,439-20.0% | $75,163+4.7% |
| Participation rate | 68.3% | 70.4%-2.1pp | 75.2%-6.9pp | 67.2%+1.1pp |
| Annual return | 19.80% | 19.75%0pp | 21.16%-1.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $698 | $2,264-69.2% | $3,048-77.1% | $2,670-73.8% |
| Participant deferral / active EE | $4,116 | $3,752+9.7% | $4,738-13.1% | $4,125-0.2% |
| Admin fee / account holder | $1,185 | $6,840-82.7% | $8,948-86.8% | $5,651-79.0% |