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 | $79,521 | $112,881-29.6% | $90,951-12.6% | $158,922-50.0% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 12.20% | 215.79%-203.6pp | 134.60%-122.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $695 | $2,893-76.0% | $2,122-67.3% | $4,761-85.4% |
| Participant deferral / active EE | $2,168 | $4,128-47.5% | $3,373-35.7% | $5,982-63.8% |
| Admin fee / account holder | $9,481 | $8,041+17.9% | $5,959+59.1% | $11,246-15.7% |