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 | $62,827 | $57,065+10.1% | $75,670-17.0% | $70,131-10.4% |
| Participation rate | 58.7% | 68.1%-9.4pp | 72.3%-13.7pp | 69.5%-10.8pp |
| Annual return | 14.44% | 23.57%-9.1pp | 27.34%-12.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $946 | $1,817-47.9% | $2,352-59.8% | $2,342-59.6% |
| Participant deferral / active EE | $2,129 | $2,580-17.5% | $3,142-32.2% | $3,332-36.1% |
| Admin fee / account holder | $7,679 | $3,825+100.8% | $5,800+32.4% | $4,645+65.3% |