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 | $95,033 | $95,416-0.4% | $185,823-48.9% | $85,850+10.7% |
| Participation rate | 57.1% | 68.8%-11.6pp | 81.7%-24.6pp | 69.3%-12.2pp |
| Annual return | 18.24% | 23.59%-5.3pp | 122.05%-103.8pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,540 | $3,314-53.5% | $5,167-70.2% | $2,565-40.0% |
| Participant deferral / active EE | $2,332 | $3,423-31.9% | $5,568-58.1% | $3,952-41.0% |
| Admin fee / account holder | $3,770 | $7,213-47.7% | $16,237-76.8% | $6,260-39.8% |