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 | $93,202 | $127,065-26.6% | $113,168-17.6% | $142,382-34.5% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 10.69% | 24.03%-13.3pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,243 | $3,442-63.9% | $2,975-58.2% | $4,299-71.1% |
| Participant deferral / active EE | $2,264 | $5,716-60.4% | $5,107-55.7% | $6,507-65.2% |
| Admin fee / account holder | $2,641 | $15,736-83.2% | $12,068-78.1% | $12,624-79.1% |