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 | $93,275 | $80,717+15.6% | $154,803-39.7% | $84,808+10.0% |
| Participation rate | 44.9% | 66.8%-21.9pp | 78.1%-33.1pp | 68.3%-23.4pp |
| Annual return | 15.33% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $993 | $2,761-64.0% | $4,305-76.9% | $2,631-62.3% |
| Participant deferral / active EE | $3,007 | $3,303-9.0% | $5,540-45.7% | $4,212-28.6% |
| Admin fee / account holder | $2,186 | $6,746-67.6% | $14,329-84.7% | $7,344-70.2% |