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 | $89,722 | $78,672+14.0% | $109,143-17.8% | $85,850+4.5% |
| Participation rate | 55.9% | 68.3%-12.4pp | 75.9%-20.0pp | 69.3%-13.4pp |
| Annual return | 15.05% | 25.09%-10.0pp | 25.75%-10.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,574 | $2,735-42.4% | $3,722-57.7% | $2,565-38.6% |
| Participant deferral / active EE | $3,686 | $3,467+6.3% | $4,653-20.8% | $3,952-6.7% |
| Admin fee / account holder | $1,877 | $5,469-65.7% | $6,752-72.2% | $6,260-70.0% |