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 | $68,659 | $73,933-7.1% | $96,683-29.0% | $75,163-8.7% |
| Participation rate | 37.8% | 66.4%-28.6pp | 74.3%-36.5pp | 67.2%-29.4pp |
| Annual return | 21.32% | 26.70%-5.4pp | 35.69%-14.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,544 | $2,928-47.3% | $3,737-58.7% | $2,670-42.2% |
| Participant deferral / active EE | $4,327 | $3,659+18.3% | $4,878-11.3% | $4,125+4.9% |
| Admin fee / account holder | $7,922 | $5,216+51.9% | $6,730+17.7% | $5,651+40.2% |