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 | $84,182 | $112,881-25.4% | $90,951-7.4% | $158,922-47.0% |
| Participation rate | 59.1% | 74.7%-15.6pp | 69.0%-9.9pp | 82.0%-22.9pp |
| Annual return | 6.04% | 215.79%-209.8pp | 134.60%-128.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $697 | $2,893-75.9% | $2,122-67.2% | $4,761-85.4% |
| Participant deferral / active EE | $2,743 | $4,128-33.5% | $3,373-18.7% | $5,982-54.1% |
| Admin fee / account holder | $28,549 | $8,041+255.1% | $5,959+379.1% | $11,246+153.9% |