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 | $103,996 | $127,065-18.2% | $113,168-8.1% | $142,382-27.0% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 15.14% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,827 | $3,442-46.9% | $2,975-38.6% | $4,299-57.5% |
| Participant deferral / active EE | $2,899 | $5,716-49.3% | $5,107-43.2% | $6,507-55.4% |
| Admin fee / account holder | $2,667 | $15,736-83.0% | $12,068-77.9% | $12,624-78.9% |