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 | $66,507 | $63,346+5.0% | $92,233-27.9% | $70,131-5.2% |
| Participation rate | 63.9% | 68.7%-4.8pp | 76.5%-12.6pp | 69.5%-5.7pp |
| Annual return | 17.95% | 530.12%-512.2pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,597 | $2,471-35.4% | $3,679-56.6% | $2,342-31.8% |
| Participant deferral / active EE | $2,652 | $2,854-7.1% | $3,897-32.0% | $3,332-20.4% |
| Admin fee / account holder | $2,078 | $3,840-45.9% | $5,194-60.0% | $4,645-55.3% |