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 | $87,520 | $117,983-25.8% | $101,794-14.0% | $142,382-38.5% |
| Participation rate | 68.2% | 74.2%-6.0pp | 69.2%-1.0pp | 80.1%-11.9pp |
| Annual return | 15.16% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,867 | $2,773-32.7% | $2,289-18.4% | $4,299-56.6% |
| Participant deferral / active EE | $3,898 | $4,714-17.3% | $4,084-4.5% | $6,507-40.1% |
| Admin fee / account holder | $4,357 | $10,433-58.2% | $8,777-50.4% | $12,624-65.5% |