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 | $76,467 | $77,314-1.1% | $177,989-57.0% | $80,856-5.4% |
| Participation rate | 38.5% | 65.7%-27.2pp | 77.1%-38.6pp | 67.6%-29.2pp |
| Annual return | 14.10% | 18.09%-4.0pp | 294.48%-280.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $506 | $2,292-77.9% | $3,949-87.2% | $2,755-81.6% |
| Participant deferral / active EE | $3,577 | $4,411-18.9% | $6,276-43.0% | $4,296-16.7% |
| Admin fee / account holder | $1,690 | $7,191-76.5% | $10,363-83.7% | $6,918-75.6% |