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 | $63,768 | $68,547-7.0% | $120,354-47.0% | $80,856-21.1% |
| Participation rate | 65.7% | 61.6%+4.1pp | 71.9%-6.2pp | 67.6%-1.9pp |
| Annual return | 23.42% | 23.60%-0.2pp | 107.15%-83.7pp | 35.59%-12.2pp |
| Employer contribution / active EE | $1,120 | $2,051-45.4% | $3,463-67.7% | $2,755-59.3% |
| Participant deferral / active EE | $2,947 | $3,173-7.1% | $4,991-40.9% | $4,296-31.4% |
| Admin fee / account holder | $1,469 | $5,732-74.4% | $9,423-84.4% | $6,918-78.8% |