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 | $54,081 | $72,277-25.2% | $101,248-46.6% | $79,858-32.3% |
| Participation rate | 64.4% | 68.5%-4.1pp | 75.8%-11.4pp | 69.6%-5.2pp |
| Annual return | 18.91% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,821 | $2,692-32.3% | $3,660-50.2% | $2,471-26.3% |
| Participant deferral / active EE | $3,572 | $3,282+8.8% | $4,370-18.3% | $3,740-4.5% |
| Admin fee / account holder | $3,476 | $4,400-21.0% | $5,945-41.5% | $5,306-34.5% |