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 | $73,202 | $78,926-7.3% | $136,749-46.5% | $84,808-13.7% |
| Participation rate | 62.1% | 62.2%-0.1pp | 72.1%-10.0pp | 68.3%-6.2pp |
| Annual return | 17.23% | 18.17%-0.9pp | 24.33%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,737 | $2,134-18.6% | $3,400-48.9% | $2,631-34.0% |
| Participant deferral / active EE | $3,359 | $3,168+6.0% | $4,692-28.4% | $4,212-20.2% |
| Admin fee / account holder | $13,712 | $6,369+115.3% | $11,386+20.4% | $7,344+86.7% |