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 | $84,987 | $99,985-15.0% | $146,665-42.1% | $85,850-1.0% |
| Participation rate | 61.0% | 73.1%-12.1pp | 80.1%-19.1pp | 69.3%-8.3pp |
| Annual return | 19.11% | 18.93%+0.2pp | 22.74%-3.6pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,010 | $2,559-60.5% | $4,136-75.6% | $2,565-60.6% |
| Participant deferral / active EE | $3,257 | $4,006-18.7% | $5,506-40.8% | $3,952-17.6% |
| Admin fee / account holder | $6,173 | $7,702-19.9% | $10,280-39.9% | $6,260-1.4% |