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 | $61,768 | $63,346-2.5% | $92,233-33.0% | $70,131-11.9% |
| Participation rate | 62.8% | 68.7%-5.9pp | 76.5%-13.7pp | 69.5%-6.7pp |
| Annual return | 19.36% | 530.12%-510.8pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,413 | $2,471-42.8% | $3,679-61.6% | $2,342-39.7% |
| Participant deferral / active EE | $2,826 | $2,854-1.0% | $3,897-27.5% | $3,332-15.2% |
| Admin fee / account holder | $1,729 | $3,840-55.0% | $5,194-66.7% | $4,645-62.8% |