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 | $88,797 | $110,261-19.5% | $95,745-7.3% | $139,434-36.3% |
| Participation rate | 69.2% | 75.8%-6.5pp | 72.3%-3.0pp | 80.3%-11.1pp |
| Annual return | 14.87% | 27.11%-12.2pp | 28.35%-13.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,220 | $3,257-62.5% | $2,835-56.9% | $4,751-74.3% |
| Participant deferral / active EE | $2,826 | $4,676-39.6% | $4,245-33.4% | $6,710-57.9% |
| Admin fee / account holder | $2,134 | $6,613-67.7% | $5,678-62.4% | $11,403-81.3% |