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 | $79,335 | $81,446-2.6% | $103,374-23.3% | $80,874-1.9% |
| Participation rate | 28.6% | 66.9%-38.3pp | 74.5%-45.9pp | 67.6%-39.1pp |
| Annual return | 17.64% | 25.57%-7.9pp | 24.89%-7.3pp | 35.62%-18.0pp |
| Employer contribution / active EE | $1,320 | $3,107-57.5% | $3,869-65.9% | $2,756-52.1% |
| Participant deferral / active EE | $5,236 | $3,870+35.3% | $5,058+3.5% | $4,297+21.9% |
| Admin fee / account holder | $8,246 | $6,715+22.8% | $8,394-1.8% | $6,935+18.9% |