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 | $84,377 | $88,083-4.2% | $164,813-48.8% | $74,495+13.3% |
| Participation rate | 45.1% | 73.0%-28.0pp | 78.6%-33.5pp | 67.2%-22.1pp |
| Annual return | 19.02% | 17.26%+1.8pp | 69.93%-50.9pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $1,958 | $2,593-24.5% | $4,341-54.9% | $2,623-25.3% |
| Participant deferral / active EE | $3,804 | $4,498-15.4% | $6,031-36.9% | $4,346-12.5% |
| Admin fee / account holder | $1,227 | $2,234-45.1% | $12,690-90.3% | $1,942-36.8% |