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 | $82,774 | $86,286-4.1% | $111,297-25.6% | $85,850-3.6% |
| Participation rate | 58.7% | 73.3%-14.6pp | 77.3%-18.6pp | 69.3%-10.6pp |
| Annual return | 17.11% | 19.99%-2.9pp | 54.65%-37.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,673 | $2,043-18.1% | $2,731-38.7% | $2,565-34.8% |
| Participant deferral / active EE | $3,452 | $3,641-5.2% | $4,487-23.1% | $3,952-12.6% |
| Admin fee / account holder | $3,164 | $8,188-61.4% | $7,964-60.3% | $6,260-49.5% |