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 | $77,829 | $78,672-1.1% | $109,143-28.7% | $85,850-9.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 19.86% | 25.09%-5.2pp | 25.75%-5.9pp | 318.53%-298.7pp |
| Employer contribution / active EE | $1,388 | $2,735-49.2% | $3,722-62.7% | $2,565-45.9% |
| Participant deferral / active EE | $2,942 | $3,467-15.2% | $4,653-36.8% | $3,952-25.6% |
| Admin fee / account holder | $1,321 | $5,469-75.9% | $6,752-80.4% | $6,260-78.9% |