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 | $90,109 | $88,083+2.3% | $164,813-45.3% | $74,495+21.0% |
| Participation rate | 50.8% | 73.0%-22.3pp | 78.6%-27.8pp | 67.2%-16.4pp |
| Annual return | 13.41% | 17.26%-3.9pp | 69.93%-56.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,501 | $2,593-3.6% | $4,341-42.4% | $2,623-4.7% |
| Participant deferral / active EE | $4,723 | $4,498+5.0% | $6,031-21.7% | $4,346+8.7% |
| Admin fee / account holder | $3,898 | $2,234+74.5% | $12,690-69.3% | $1,942+100.8% |