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 | $83,240 | $103,376-19.5% | $87,100-4.4% | $152,861-45.5% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 17.63% | 28.10%-10.5pp | 28.19%-10.6pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,764 | $3,220-45.2% | $2,521-30.0% | $4,762-63.0% |
| Participant deferral / active EE | $3,173 | $4,778-33.6% | $4,049-21.6% | $5,850-45.8% |
| Admin fee / account holder | $9,782 | $12,205-19.9% | $7,497+30.5% | $11,596-15.7% |