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 | $62,397 | $65,365-4.5% | $92,893-32.8% | $72,985-14.5% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 19.18% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,402 | $2,594-45.9% | $3,653-61.6% | $2,440-42.5% |
| Participant deferral / active EE | $3,012 | $3,128-3.7% | $4,236-28.9% | $3,607-16.5% |
| Admin fee / account holder | $648 | $4,251-84.8% | $5,794-88.8% | $5,124-87.4% |