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 | $23,227 | $103,376-77.5% | $87,100-73.3% | $152,861-84.8% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.9%-7.6pp | 82.4%-13.2pp |
| Annual return | 20.58% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,528 | $3,220-52.6% | $2,521-39.4% | $4,762-67.9% |
| Participant deferral / active EE | $3,620 | $4,778-24.2% | $4,049-10.6% | $5,850-38.1% |
| Admin fee / account holder | $14,240 | $12,205+16.7% | $7,497+89.9% | $11,596+22.8% |