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 | $88,559 | $108,825-18.6% | $156,181-43.3% | $82,448+7.4% |
| Participation rate | 58.3% | 72.4%-14.0pp | 78.8%-20.5pp | 68.1%-9.7pp |
| Annual return | 16.79% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $881 | $2,870-69.3% | $4,294-79.5% | $2,551-65.5% |
| Participant deferral / active EE | $2,479 | $4,577-45.8% | $6,132-59.6% | $4,139-40.1% |
| Admin fee / account holder | $2,693 | $9,341-71.2% | $14,586-81.5% | $7,234-62.8% |