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 | $92,228 | $124,425-25.9% | $112,040-17.7% | $137,256-32.8% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 15.08% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,554 | $3,411-54.4% | $2,954-47.4% | $4,156-62.6% |
| Participant deferral / active EE | $3,117 | $5,718-45.5% | $5,098-38.8% | $6,407-51.3% |
| Admin fee / account holder | $2,840 | $15,207-81.3% | $12,098-76.5% | $12,270-76.9% |