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 | $69,405 | $110,257-37.1% | $96,544-28.1% | $139,434-50.2% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.5pp | 80.3%-11.9pp |
| Annual return | 18.94% | 26.32%-7.4pp | 25.84%-6.9pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,890 | $3,620-20.2% | $2,965-2.5% | $4,751-39.2% |
| Participant deferral / active EE | $4,854 | $5,548-12.5% | $4,851+0.1% | $6,710-27.7% |
| Admin fee / account holder | $3,535 | $11,591-69.5% | $8,252-57.2% | $11,403-69.0% |