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 | $89,077 | $112,881-21.1% | $90,951-2.1% | $158,922-43.9% |
| Participation rate | 58.8% | 74.7%-15.9pp | 69.0%-10.2pp | 82.0%-23.1pp |
| Annual return | 14.48% | 215.79%-201.3pp | 134.60%-120.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $453 | $2,893-84.3% | $2,122-78.6% | $4,761-90.5% |
| Participant deferral / active EE | $2,890 | $4,128-30.0% | $3,373-14.3% | $5,982-51.7% |
| Admin fee / account holder | $8,338 | $8,041+3.7% | $5,959+39.9% | $11,246-25.9% |