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 | $73,245 | $81,460-10.1% | $103,333-29.1% | $80,856-9.4% |
| Participation rate | 61.1% | 66.8%-5.7pp | 74.5%-13.4pp | 67.6%-6.5pp |
| Annual return | 14.37% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,578 | $3,105-49.2% | $3,868-59.2% | $2,755-42.7% |
| Participant deferral / active EE | $3,110 | $3,869-19.6% | $5,057-38.5% | $4,296-27.6% |
| Admin fee / account holder | $3,965 | $6,566-39.6% | $8,355-52.5% | $6,918-42.7% |