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 | $71,114 | $78,672-9.6% | $109,143-34.8% | $85,850-17.2% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 43.59% | 25.09%+18.5pp | 25.75%+17.8pp | 318.53%-274.9pp |
| Employer contribution / active EE | $905 | $2,735-66.9% | $3,722-75.7% | $2,565-64.7% |
| Participant deferral / active EE | $4,355 | $3,467+25.6% | $4,653-6.4% | $3,952+10.2% |
| Admin fee / account holder | $2,473 | $5,469-54.8% | $6,752-63.4% | $6,260-60.5% |