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 | $117,102 | $124,281-5.8% | $109,143+7.3% | $167,490-30.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 20.31% | 26.04%-5.7pp | 25.75%-5.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,781 | $4,207-57.7% | $3,722-52.2% | $4,837-63.2% |
| Participant deferral / active EE | $4,058 | $5,255-22.8% | $4,653-12.8% | $6,341-36.0% |
| Admin fee / account holder | $3,191 | $7,970-60.0% | $6,752-52.7% | $12,309-74.1% |