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 | $94,486 | $80,968+16.7% | $96,544-2.1% | $75,163+25.7% |
| Participation rate | 34.4% | 71.8%-37.4pp | 76.0%-41.6pp | 67.2%-32.8pp |
| Annual return | 18.91% | 27.06%-8.2pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,321 | $3,928-40.9% | $4,851-52.1% | $4,125-43.7% |
| Admin fee / account holder | $6,258 | $6,724-6.9% | $8,252-24.2% | $5,651+10.8% |