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 | $74,160 | $74,888-1.0% | $71,209+4.1% | $142,382-47.9% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.1%-27.5pp |
| Annual return | 16.91% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,489 | $2,854-47.8% | $2,721-45.3% | $4,299-65.4% |
| Participant deferral / active EE | $2,448 | $4,454-45.0% | $4,175-41.4% | $6,507-62.4% |
| Admin fee / account holder | $1,009 | $5,568-81.9% | $5,349-81.1% | $12,624-92.0% |