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 | $70,491 | $78,672-10.4% | $109,143-35.4% | $85,850-17.9% |
| Participation rate | 60.6% | 68.3%-7.7pp | 75.9%-15.3pp | 69.3%-8.7pp |
| Annual return | 19.11% | 25.09%-6.0pp | 25.75%-6.6pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,933 | $2,735-29.3% | $3,722-48.1% | $2,565-24.6% |
| Participant deferral / active EE | $3,898 | $3,467+12.4% | $4,653-16.2% | $3,952-1.3% |
| Admin fee / account holder | $2,789 | $5,469-49.0% | $6,752-58.7% | $6,260-55.5% |