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 | $70,266 | $85,766-18.1% | $136,294-48.4% | $70,131+0.2% |
| Participation rate | 59.3% | 74.2%-14.9pp | 81.9%-22.7pp | 69.5%-10.3pp |
| Annual return | 20.09% | 31.45%-11.4pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,931 | $2,966-34.9% | $4,695-58.9% | $2,342-17.6% |
| Participant deferral / active EE | $3,026 | $5,051-40.1% | $6,247-51.6% | $3,332-9.2% |
| Admin fee / account holder | $1,895 | $5,420-65.0% | $9,243-79.5% | $4,645-59.2% |