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 | $88,170 | $89,355-1.3% | $141,162-37.5% | $72,985+20.8% |
| Participation rate | 65.5% | 75.1%-9.7pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 19.08% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $717 | $3,114-77.0% | $4,735-84.8% | $2,440-70.6% |
| Participant deferral / active EE | $6,458 | $5,418+19.2% | $6,709-3.7% | $3,607+79.0% |
| Admin fee / account holder | $7,931 | $5,958+33.1% | $10,261-22.7% | $5,124+54.8% |