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 | $99,430 | $106,515-6.7% | $96,683+2.8% | $139,434-28.7% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 14.09% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $857 | $4,103-79.1% | $3,737-77.1% | $4,751-82.0% |
| Participant deferral / active EE | $2,041 | $5,454-62.6% | $4,878-58.2% | $6,710-69.6% |
| Admin fee / account holder | $2,365 | $7,877-70.0% | $6,730-64.9% | $11,403-79.3% |