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 | $49,368 | $78,672-37.2% | $109,143-54.8% | $85,850-42.5% |
| Participation rate | 61.9% | 68.3%-6.4pp | 75.9%-14.0pp | 69.3%-7.4pp |
| Annual return | 15.79% | 25.09%-9.3pp | 25.75%-10.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,382 | $2,735-49.5% | $3,722-62.9% | $2,565-46.1% |
| Participant deferral / active EE | $3,087 | $3,467-11.0% | $4,653-33.7% | $3,952-21.9% |
| Admin fee / account holder | $1,029 | $5,469-81.2% | $6,752-84.8% | $6,260-83.6% |