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 | $68,925 | $85,022-18.9% | $70,515-2.3% | $139,434-50.6% |
| Participation rate | 55.0% | 73.9%-18.9pp | 68.3%-13.3pp | 80.3%-25.3pp |
| Annual return | 16.77% | 30.38%-13.6pp | 32.77%-16.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,891 | $3,909-51.6% | $2,973-36.4% | $4,751-60.2% |
| Participant deferral / active EE | $3,660 | $5,890-37.9% | $4,567-19.9% | $6,710-45.5% |
| Admin fee / account holder | $2,354 | $8,906-73.6% | $6,412-63.3% | $11,403-79.4% |