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 | $80,905 | $163,101-50.4% | $136,749-40.8% | $142,382-43.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 14.16% | 27.54%-13.4pp | 24.33%-10.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,600 | $4,117-61.1% | $3,400-52.9% | $4,299-62.8% |
| Participant deferral / active EE | $4,625 | $5,585-17.2% | $4,692-1.4% | $6,507-28.9% |
| Admin fee / account holder | $3,529 | $14,318-75.4% | $11,386-69.0% | $12,624-72.0% |