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 | $72,505 | $105,126-31.0% | $94,646-23.4% | $139,434-48.0% |
| Participation rate | 58.3% | 82.4%-24.0pp | 80.8%-22.5pp | 80.3%-22.0pp |
| Annual return | 23.18% | 38.03%-14.9pp | 156.71%-133.5pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,882 | $4,106-54.2% | $3,672-48.8% | $4,751-60.4% |
| Participant deferral / active EE | $5,748 | $7,599-24.4% | $7,418-22.5% | $6,710-14.3% |
| Admin fee / account holder | $4,755 | $8,984-47.1% | $7,231-34.2% | $11,403-58.3% |