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 | $89,609 | $84,233+6.4% | $170,442-47.4% | $70,131+27.8% |
| Participation rate | 65.7% | 70.8%-5.1pp | 83.6%-17.9pp | 69.5%-3.8pp |
| Annual return | 17.47% | 23.06%-5.6pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,308 | $3,387-61.4% | $5,433-75.9% | $2,342-44.2% |
| Participant deferral / active EE | $3,875 | $3,086+25.6% | $4,939-21.5% | $3,332+16.3% |
| Admin fee / account holder | $1,481 | $5,698-74.0% | $13,880-89.3% | $4,645-68.1% |