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 | $74,496 | $79,944-6.8% | $98,439-24.3% | $75,163-0.9% |
| Participation rate | 60.2% | 70.4%-10.1pp | 75.2%-14.9pp | 67.2%-7.0pp |
| Annual return | 16.12% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,791 | $2,264-20.9% | $3,048-41.2% | $2,670-32.9% |
| Participant deferral / active EE | $2,834 | $3,752-24.5% | $4,738-40.2% | $4,125-31.3% |
| Admin fee / account holder | $11,549 | $6,840+68.9% | $8,948+29.1% | $5,651+104.4% |