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 | $98,119 | $99,985-1.9% | $146,665-33.1% | $85,850+14.3% |
| Participation rate | 68.0% | 73.1%-5.1pp | 80.1%-12.1pp | 69.3%-1.3pp |
| Annual return | 20.06% | 18.93%+1.1pp | 22.74%-2.7pp | 318.53%-298.5pp |
| Employer contribution / active EE | $1,466 | $2,559-42.7% | $4,136-64.6% | $2,565-42.8% |
| Participant deferral / active EE | $2,827 | $4,006-29.4% | $5,506-48.7% | $3,952-28.5% |
| Admin fee / account holder | $4,726 | $7,702-38.6% | $10,280-54.0% | $6,260-24.5% |