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 | $28,568 | $73,981-61.4% | $105,722-73.0% | $62,891-54.6% |
| Participation rate | 66.7% | 71.7%-5.0pp | 78.9%-12.2pp | 69.3%-2.6pp |
| Annual return | 6.49% | 17.60%-11.1pp | 12.25%-5.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,690 | $2,856-40.8% | $4,079-58.6% | $2,281-25.9% |
| Participant deferral / active EE | $2,982 | $4,038-26.1% | $5,326-44.0% | $3,203-6.9% |
| Admin fee / account holder | $1,139 | $5,976-80.9% | $8,308-86.3% | $4,296-73.5% |