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 | $72,492 | $77,634-6.6% | $156,549-53.7% | $62,891+15.3% |
| Participation rate | 61.8% | 71.2%-9.4pp | 84.0%-22.2pp | 69.3%-7.5pp |
| Annual return | 6.22% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,506 | $3,444-56.3% | $5,501-72.6% | $2,281-34.0% |
| Participant deferral / active EE | $3,810 | $3,045+25.1% | $4,871-21.8% | $3,203+18.9% |
| Admin fee / account holder | $1,870 | $5,561-66.4% | $13,027-85.6% | $4,296-56.5% |