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 | $65,815 | $78,422-16.1% | $95,952-31.4% | $79,858-17.6% |
| Participation rate | 37.9% | 73.5%-35.6pp | 77.1%-39.2pp | 69.6%-31.8pp |
| Annual return | 21.75% | 19.37%+2.4pp | 91.61%-69.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,302 | $1,945-33.1% | $2,541-48.8% | $2,471-47.3% |
| Participant deferral / active EE | $2,460 | $3,440-28.5% | $4,167-41.0% | $3,740-34.2% |
| Admin fee / account holder | $2,658 | $5,622-52.7% | $6,795-60.9% | $5,306-49.9% |