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 | $92,990 | $95,416-2.5% | $185,823-50.0% | $85,850+8.3% |
| Participation rate | 59.1% | 68.8%-9.7pp | 81.7%-22.6pp | 69.3%-10.2pp |
| Annual return | 14.92% | 23.59%-8.7pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $481 | $3,314-85.5% | $5,167-90.7% | $2,565-81.3% |
| Participant deferral / active EE | $2,338 | $3,423-31.7% | $5,568-58.0% | $3,952-40.8% |
| Admin fee / account holder | $452 | $7,213-93.7% | $16,237-97.2% | $6,260-92.8% |