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 | $59,731 | $79,449-24.8% | $189,557-68.5% | $85,850-30.4% |
| Participation rate | 69.9% | 66.0%+3.9pp | 78.4%-8.6pp | 69.3%+0.6pp |
| Annual return | 13.11% | 18.45%-5.3pp | 64.17%-51.1pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,438 | $2,081-30.9% | $4,412-67.4% | $2,565-44.0% |
| Participant deferral / active EE | $3,452 | $4,051-14.8% | $6,174-44.1% | $3,952-12.6% |
| Admin fee / account holder | $5,543 | $5,377+3.1% | $9,807-43.5% | $6,260-11.5% |