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 | $74,928 | $73,933+1.3% | $96,683-22.5% | $75,163-0.3% |
| Participation rate | 21.9% | 66.4%-44.5pp | 74.3%-52.5pp | 67.2%-45.3pp |
| Annual return | 15.75% | 26.70%-11.0pp | 35.69%-19.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $873 | $2,928-70.2% | $3,737-76.6% | $2,670-67.3% |
| Participant deferral / active EE | $2,124 | $3,659-41.9% | $4,878-56.5% | $4,125-48.5% |
| Admin fee / account holder | $15,350 | $5,216+194.3% | $6,730+128.1% | $5,651+171.6% |