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 | $81,408 | $84,712-3.9% | $239,403-66.0% | $84,712-3.9% |
| Participation rate | 38.8% | 58.1%-19.3pp | 82.2%-43.4pp | 58.1%-19.3pp |
| Annual return | 14.12% | 15.22%-1.1pp | 3.34%+10.8pp | 15.22%-1.1pp |
| Employer contribution / active EE | $906 | $2,451-63.0% | $4,656-80.5% | $2,451-63.0% |
| Participant deferral / active EE | $1,536 | $3,010-49.0% | $4,239-63.8% | $3,010-49.0% |
| Admin fee / account holder | $6,704 | $7,361-8.9% | $21,121-68.3% | $7,361-8.9% |