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 | $76,610 | $78,672-2.6% | $109,143-29.8% | $85,850-10.8% |
| Participation rate | 35.8% | 68.3%-32.5pp | 75.9%-40.1pp | 69.3%-33.5pp |
| Annual return | 17.43% | 25.09%-7.7pp | 25.75%-8.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,267 | $2,735-53.7% | $3,722-66.0% | $2,565-50.6% |
| Participant deferral / active EE | $2,813 | $3,467-18.9% | $4,653-39.6% | $3,952-28.8% |
| Admin fee / account holder | $10,092 | $5,469+84.5% | $6,752+49.5% | $6,260+61.2% |