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 | $67,815 | $80,673-15.9% | $101,326-33.1% | $84,808-20.0% |
| Participation rate | 48.4% | 77.8%-29.3pp | 81.5%-33.1pp | 68.3%-19.9pp |
| Annual return | 18.25% | 38.95%-20.7pp | 36.82%-18.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,521 | $2,698-43.6% | $3,665-58.5% | $2,631-42.2% |
| Participant deferral / active EE | $4,677 | $6,840-31.6% | $7,994-41.5% | $4,212+11.1% |
| Admin fee / account holder | $12,194 | $12,784-4.6% | $11,185+9.0% | $7,344+66.0% |