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 | $51,668 | $63,346-18.4% | $92,233-44.0% | $70,131-26.3% |
| Participation rate | 64.4% | 68.7%-4.3pp | 76.5%-12.1pp | 69.5%-5.2pp |
| Annual return | 15.95% | 530.12%-514.2pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,512 | $2,471-38.8% | $3,679-58.9% | $2,342-35.5% |
| Participant deferral / active EE | $2,769 | $2,854-3.0% | $3,897-28.9% | $3,332-16.9% |
| Admin fee / account holder | $3,360 | $3,840-12.5% | $5,194-35.3% | $4,645-27.7% |