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 | $107,706 | $124,425-13.4% | $112,040-3.9% | $137,256-21.5% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 21.34% | 24.72%-3.4pp | 24.52%-3.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,534 | $3,411-55.0% | $2,954-48.1% | $4,156-63.1% |
| Participant deferral / active EE | $4,844 | $5,718-15.3% | $5,098-5.0% | $6,407-24.4% |
| Admin fee / account holder | $9,276 | $15,207-39.0% | $12,098-23.3% | $12,270-24.4% |