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 | $75,160 | $78,422-4.2% | $95,952-21.7% | $79,858-5.9% |
| Participation rate | 62.0% | 73.5%-11.5pp | 77.1%-15.1pp | 69.6%-7.6pp |
| Annual return | 18.52% | 19.37%-0.9pp | 91.61%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $750 | $1,945-61.4% | $2,541-70.5% | $2,471-69.6% |
| Participant deferral / active EE | $2,148 | $3,440-37.6% | $4,167-48.5% | $3,740-42.6% |
| Admin fee / account holder | $4,708 | $5,622-16.3% | $6,795-30.7% | $5,306-11.3% |