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 | $68,158 | $85,766-20.5% | $136,294-50.0% | $70,131-2.8% |
| Participation rate | 65.2% | 74.2%-8.9pp | 81.9%-16.7pp | 69.5%-4.3pp |
| Annual return | 16.17% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $965 | $2,966-67.5% | $4,695-79.5% | $2,342-58.8% |
| Participant deferral / active EE | $2,767 | $5,051-45.2% | $6,247-55.7% | $3,332-16.9% |
| Admin fee / account holder | $3,409 | $5,420-37.1% | $9,243-63.1% | $4,645-26.6% |