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 | $117,676 | $176,812-33.4% | $146,665-19.8% | $167,490-29.7% |
| Participation rate | 63.2% | 83.6%-20.5pp | 80.1%-16.9pp | 82.1%-18.9pp |
| Annual return | 11.27% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,452 | $5,160-52.5% | $4,136-40.7% | $4,837-49.3% |
| Participant deferral / active EE | $5,205 | $6,440-19.2% | $5,506-5.5% | $6,341-17.9% |
| Admin fee / account holder | $8,639 | $13,259-34.8% | $10,280-16.0% | $12,309-29.8% |