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 | $70,626 | $57,065+23.8% | $75,670-6.7% | $70,131+0.7% |
| Participation rate | 28.1% | 68.1%-40.0pp | 72.3%-44.3pp | 69.5%-41.5pp |
| Annual return | 14.65% | 23.57%-8.9pp | 27.34%-12.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $613 | $1,817-66.2% | $2,352-73.9% | $2,342-73.8% |
| Participant deferral / active EE | $1,575 | $2,580-39.0% | $3,142-49.9% | $3,332-52.7% |
| Admin fee / account holder | $1,853 | $3,825-51.6% | $5,800-68.1% | $4,645-60.1% |