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 | $61,724 | $74,927-17.6% | $101,794-39.4% | $84,808-27.2% |
| Participation rate | 60.6% | 61.4%-0.8pp | 69.2%-8.6pp | 68.3%-7.7pp |
| Annual return | 14.66% | 18.70%-4.0pp | 30.53%-15.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,124 | $1,522-26.2% | $2,289-50.9% | $2,631-57.3% |
| Participant deferral / active EE | $2,847 | $3,099-8.1% | $4,084-30.3% | $4,212-32.4% |
| Admin fee / account holder | $1,629 | $6,514-75.0% | $8,777-81.4% | $7,344-77.8% |