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 | $67,701 | $86,286-21.5% | $111,297-39.2% | $85,850-21.1% |
| Participation rate | 53.8% | 73.3%-19.5pp | 77.3%-23.5pp | 69.3%-15.5pp |
| Annual return | 15.40% | 19.99%-4.6pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,969 | $2,043-3.6% | $2,731-27.9% | $2,565-23.2% |
| Participant deferral / active EE | $4,432 | $3,641+21.7% | $4,487-1.2% | $3,952+12.1% |
| Admin fee / account holder | $11,614 | $8,188+41.8% | $7,964+45.8% | $6,260+85.5% |