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 | $29,210 | $124,281-76.5% | $109,143-73.2% | $167,490-82.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 11.19% | 26.04%-14.8pp | 25.75%-14.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,277 | $4,207-45.9% | $3,722-38.8% | $4,837-52.9% |
| Participant deferral / active EE | $2,495 | $5,255-52.5% | $4,653-46.4% | $6,341-60.7% |
| Admin fee / account holder | $2,257 | $7,970-71.7% | $6,752-66.6% | $12,309-81.7% |