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 | $87,260 | $78,672+10.9% | $109,143-20.0% | $85,850+1.6% |
| Participation rate | 32.8% | 68.3%-35.5pp | 75.9%-43.1pp | 69.3%-36.5pp |
| Annual return | 15.73% | 25.09%-9.4pp | 25.75%-10.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,011 | $2,735-63.0% | $3,722-72.8% | $2,565-60.6% |
| Participant deferral / active EE | $2,562 | $3,467-26.1% | $4,653-44.9% | $3,952-35.2% |
| Admin fee / account holder | $2,482 | $5,469-54.6% | $6,752-63.2% | $6,260-60.3% |