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 | $80,080 | $81,248-1.4% | $155,509-48.5% | $80,856-1.0% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.3pp | 67.6%-12.8pp |
| Annual return | 13.69% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,758 | $3,100-43.3% | $4,672-62.4% | $2,755-36.2% |
| Participant deferral / active EE | $2,919 | $3,452-15.4% | $5,626-48.1% | $4,296-32.0% |
| Admin fee / account holder | $7,741 | $7,997-3.2% | $15,912-51.4% | $6,918+11.9% |