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 | $67,876 | $71,050-4.5% | $93,606-27.5% | $80,856-16.1% |
| Participation rate | 59.6% | 60.4%-0.8pp | 68.7%-9.1pp | 67.6%-8.1pp |
| Annual return | 11.11% | 11.26%-0.2pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $974 | $1,564-37.7% | $2,420-59.7% | $2,755-64.6% |
| Participant deferral / active EE | $3,380 | $4,034-16.2% | $4,411-23.4% | $4,296-21.3% |
| Admin fee / account holder | $1,389 | $6,945-80.0% | $8,285-83.2% | $6,918-79.9% |