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 | $77,541 | $109,413-29.1% | $156,263-50.4% | $84,808-8.6% |
| Participation rate | 54.7% | 72.7%-18.0pp | 78.9%-24.2pp | 68.3%-13.6pp |
| Annual return | 15.98% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,387 | $2,907-52.3% | $4,333-68.0% | $2,631-47.3% |
| Participant deferral / active EE | $2,368 | $4,590-48.4% | $6,158-61.5% | $4,212-43.8% |
| Admin fee / account holder | $1,136 | $9,357-87.9% | $14,255-92.0% | $7,344-84.5% |