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 | $70,717 | $91,190-22.5% | $178,490-60.4% | $79,858-11.4% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 20.85% | 24.19%-3.3pp | 151.07%-130.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,124 | $3,256-65.5% | $5,011-77.6% | $2,471-54.5% |
| Participant deferral / active EE | $2,874 | $3,236-11.2% | $5,202-44.7% | $3,740-23.2% |
| Admin fee / account holder | $1,209 | $6,751-82.1% | $13,984-91.4% | $5,306-77.2% |