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 | $71,758 | $72,492-1.0% | $87,100-17.6% | $72,985-1.7% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.9%-8.4pp | 69.5%-1.1pp |
| Annual return | 18.98% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $5,494 | $1,894+190.1% | $2,521+117.9% | $2,440+125.2% |
| Participant deferral / active EE | $2,517 | $3,270-23.0% | $4,049-37.8% | $3,607-30.2% |
| Admin fee / account holder | $616 | $5,055-87.8% | $7,497-91.8% | $5,124-88.0% |