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 | $67,597 | $73,933-8.6% | $96,683-30.1% | $75,163-10.1% |
| Participation rate | 55.6% | 66.4%-10.9pp | 74.3%-18.8pp | 67.2%-11.6pp |
| Annual return | 24.68% | 26.70%-2.0pp | 35.69%-11.0pp | 160.62%-135.9pp |
| Employer contribution / active EE | $1,267 | $2,928-56.7% | $3,737-66.1% | $2,670-52.5% |
| Participant deferral / active EE | $2,887 | $3,659-21.1% | $4,878-40.8% | $4,125-30.0% |
| Admin fee / account holder | $1,334 | $5,216-74.4% | $6,730-80.2% | $5,651-76.4% |