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 | $76,928 | $83,337-7.7% | $67,834+13.4% | $273,961-71.9% |
| Participation rate | 63.6% | 76.4%-12.8pp | 68.8%-5.2pp | 83.0%-19.4pp |
| Annual return | 5.90% | 259.45%-253.5pp | 138.47%-132.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $785 | $3,287-76.1% | $2,403-67.3% | $4,869-83.9% |
| Participant deferral / active EE | $1,619 | $4,088-60.4% | $3,160-48.8% | $5,287-69.4% |
| Admin fee / account holder | $436 | $6,752-93.5% | $4,622-90.6% | $10,132-95.7% |