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 | $70,906 | $77,899-9.0% | $149,673-52.6% | $75,163-5.7% |
| Participation rate | 62.0% | 65.6%-3.6pp | 78.8%-16.8pp | 67.2%-5.2pp |
| Annual return | 19.32% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,096 | $3,137-33.2% | $4,818-56.5% | $2,670-21.5% |
| Participant deferral / active EE | $3,266 | $3,411-4.3% | $5,680-42.5% | $4,125-20.8% |
| Admin fee / account holder | $1,837 | $5,956-69.2% | $13,210-86.1% | $5,651-67.5% |