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 | $79,215 | $78,672+0.7% | $109,143-27.4% | $85,850-7.7% |
| Participation rate | 43.6% | 68.3%-24.7pp | 75.9%-32.3pp | 69.3%-25.7pp |
| Annual return | 22.41% | 25.09%-2.7pp | 25.75%-3.3pp | 318.53%-296.1pp |
| Employer contribution / active EE | $1,229 | $2,735-55.0% | $3,722-67.0% | $2,565-52.1% |
| Participant deferral / active EE | $2,372 | $3,467-31.6% | $4,653-49.0% | $3,952-40.0% |
| Admin fee / account holder | $502 | $5,469-90.8% | $6,752-92.6% | $6,260-92.0% |