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 | $89,387 | $104,974-14.8% | $95,585-6.5% | $142,382-37.2% |
| Participation rate | 30.8% | 75.0%-44.2pp | 72.1%-41.3pp | 80.1%-49.4pp |
| Annual return | 14.29% | 210.33%-196.0pp | 38.56%-24.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,232 | $2,779-55.7% | $2,527-51.2% | $4,299-71.3% |
| Participant deferral / active EE | $3,381 | $4,352-22.3% | $4,023-15.9% | $6,507-48.0% |
| Admin fee / account holder | $5,054 | $6,386-20.9% | $6,127-17.5% | $12,624-60.0% |