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 | $64,487 | $74,927-13.9% | $101,794-36.6% | $84,808-24.0% |
| Participation rate | 65.1% | 61.4%+3.7pp | 69.2%-4.1pp | 68.3%-3.2pp |
| Annual return | 16.65% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,409 | $1,522-7.4% | $2,289-38.4% | $2,631-46.5% |
| Participant deferral / active EE | $2,999 | $3,099-3.2% | $4,084-26.6% | $4,212-28.8% |
| Admin fee / account holder | $1,581 | $6,514-75.7% | $8,777-82.0% | $7,344-78.5% |