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 | $69,077 | $72,492-4.7% | $87,100-20.7% | $72,985-5.4% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 25.12% | 24.46%+0.7pp | 28.19%-3.1pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,633 | $1,894-13.8% | $2,521-35.2% | $2,440-33.1% |
| Participant deferral / active EE | $2,189 | $3,270-33.0% | $4,049-45.9% | $3,607-39.3% |
| Admin fee / account holder | $1,694 | $5,055-66.5% | $7,497-77.4% | $5,124-66.9% |