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 | $77,958 | $133,922-41.8% | $116,228-32.9% | $142,382-45.2% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.6%-15.5pp | 80.1%-21.0pp |
| Annual return | 14.35% | 147.76%-133.4pp | 90.06%-75.7pp | 217.08%-202.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,521 | $5,672-55.6% | $4,953-49.1% | $6,507-61.3% |
| Admin fee / account holder | $9,154 | $14,945-38.8% | $11,989-23.7% | $12,624-27.5% |