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 | $69,306 | $73,933-6.3% | $96,683-28.3% | $75,163-7.8% |
| Participation rate | 56.5% | 66.4%-9.9pp | 74.3%-17.8pp | 67.2%-10.7pp |
| Annual return | 16.88% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,484 | $2,928-15.2% | $3,737-33.5% | $2,670-7.0% |
| Participant deferral / active EE | $4,671 | $3,659+27.7% | $4,878-4.2% | $4,125+13.2% |
| Admin fee / account holder | $12,387 | $5,216+137.5% | $6,730+84.1% | $5,651+119.2% |