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 | $70,385 | $70,669-0.4% | $169,368-58.4% | $75,163-6.4% |
| Participation rate | 57.7% | 64.8%-7.0pp | 77.1%-19.4pp | 67.2%-9.4pp |
| Annual return | 21.18% | 36.36%-15.2pp | 405.60%-384.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,417 | $2,211-35.9% | $4,013-64.7% | $2,670-46.9% |
| Participant deferral / active EE | $3,375 | $4,311-21.7% | $6,221-45.8% | $4,125-18.2% |
| Admin fee / account holder | $2,805 | $5,402-48.1% | $9,003-68.8% | $5,651-50.4% |