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 | $70,234 | $86,286-18.6% | $111,297-36.9% | $85,850-18.2% |
| Participation rate | 57.1% | 73.3%-16.2pp | 77.3%-20.2pp | 69.3%-12.2pp |
| Annual return | 20.78% | 19.99%+0.8pp | 54.65%-33.9pp | 318.53%-297.8pp |
| Employer contribution / active EE | $1,824 | $2,043-10.7% | $2,731-33.2% | $2,565-28.9% |
| Participant deferral / active EE | $8,123 | $3,641+123.1% | $4,487+81.0% | $3,952+105.5% |
| Admin fee / account holder | $2,319 | $8,188-71.7% | $7,964-70.9% | $6,260-63.0% |