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 | $67,737 | $98,240-31.0% | $82,313-17.7% | $147,584-54.1% |
| Participation rate | 65.2% | 79.7%-14.5pp | 76.9%-11.7pp | 82.8%-17.6pp |
| Annual return | 15.73% | 30.85%-15.1pp | 25.88%-10.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,178 | $3,192-63.1% | $2,428-51.5% | $4,876-75.8% |
| Participant deferral / active EE | $3,485 | $4,383-20.5% | $3,706-6.0% | $5,439-35.9% |
| Admin fee / account holder | $2,032 | $8,563-76.3% | $5,608-63.8% | $10,885-81.3% |