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 | $60,999 | $109,413-44.2% | $156,263-61.0% | $84,808-28.1% |
| Participation rate | 65.7% | 72.7%-7.0pp | 78.9%-13.2pp | 68.3%-2.6pp |
| Annual return | 14.09% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,673 | $2,907-42.4% | $4,333-61.4% | $2,631-36.4% |
| Participant deferral / active EE | $3,432 | $4,590-25.2% | $6,158-44.3% | $4,212-18.5% |
| Admin fee / account holder | $3,590 | $9,357-61.6% | $14,255-74.8% | $7,344-51.1% |