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 | $74,287 | $78,422-5.3% | $95,952-22.6% | $79,858-7.0% |
| Participation rate | 59.6% | 73.5%-13.8pp | 77.1%-17.4pp | 69.6%-10.0pp |
| Annual return | 14.12% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,005 | $1,945-48.3% | $2,541-60.5% | $2,471-59.3% |
| Participant deferral / active EE | $2,678 | $3,440-22.1% | $4,167-35.7% | $3,740-28.4% |
| Admin fee / account holder | $2,852 | $5,622-49.3% | $6,795-58.0% | $5,306-46.3% |