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 | $64,372 | $86,891-25.9% | $142,449-54.8% | $75,163-14.4% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.8%-10.1pp | 67.2%-0.5pp |
| Annual return | 17.13% | 23.31%-6.2pp | 19.99%-2.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,847-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,188 | $4,938+45.6% | $6,283+14.4% | $4,125+74.2% |
| Admin fee / account holder | $13,137 | $7,299+80.0% | $10,011+31.2% | $5,651+132.5% |