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 | $58,215 | $95,453-39.0% | $112,040-48.0% | $82,448-29.4% |
| Participation rate | 66.2% | 72.8%-6.5pp | 76.5%-10.3pp | 68.1%-1.8pp |
| Annual return | 17.24% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,997 | $2,318-13.9% | $2,954-32.4% | $2,551-21.7% |
| Participant deferral / active EE | $3,761 | $4,224-11.0% | $5,098-26.2% | $4,139-9.1% |
| Admin fee / account holder | $4,145 | $9,013-54.0% | $12,098-65.7% | $7,234-42.7% |