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 | $63,581 | $73,360-13.3% | $177,989-64.3% | $74,495-14.6% |
| Participation rate | 66.7% | 66.6%+0.1pp | 77.1%-10.4pp | 67.2%-0.5pp |
| Annual return | 13.62% | 17.49%-3.9pp | 294.48%-280.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,033 | $2,216-53.4% | $3,949-73.8% | $2,623-60.6% |
| Participant deferral / active EE | $3,310 | $4,513-26.7% | $6,276-47.3% | $4,346-23.8% |
| Admin fee / account holder | $2,772 | $1,808+53.4% | $10,363-73.2% | $1,942+42.8% |