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 | $80,632 | $99,985-19.4% | $146,665-45.0% | $85,850-6.1% |
| Participation rate | 42.0% | 73.1%-31.1pp | 80.1%-38.1pp | 69.3%-27.3pp |
| Annual return | 15.22% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $960 | $2,559-62.5% | $4,136-76.8% | $2,565-62.6% |
| Participant deferral / active EE | $2,561 | $4,006-36.1% | $5,506-53.5% | $3,952-35.2% |
| Admin fee / account holder | $3,256 | $7,702-57.7% | $10,280-68.3% | $6,260-48.0% |