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 | $72,040 | $68,547+5.1% | $120,354-40.1% | $80,856-10.9% |
| Participation rate | 53.8% | 61.6%-7.8pp | 71.9%-18.1pp | 67.6%-13.8pp |
| Annual return | 32.19% | 23.60%+8.6pp | 107.15%-75.0pp | 35.59%-3.4pp |
| Employer contribution / active EE | $1,504 | $2,051-26.7% | $3,463-56.6% | $2,755-45.4% |
| Participant deferral / active EE | $2,766 | $3,173-12.8% | $4,991-44.6% | $4,296-35.6% |
| Admin fee / account holder | $1,522 | $5,732-73.4% | $9,423-83.8% | $6,918-78.0% |