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 | $44,760 | $149,734-70.1% | $118,925-62.4% | $158,922-71.8% |
| Participation rate | 61.9% | 82.1%-20.2pp | 75.4%-13.5pp | 82.0%-20.1pp |
| Annual return | 20.21% | 19.95%+0.3pp | 35.88%-15.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,967 | $4,115-52.2% | $3,263-39.7% | $4,761-58.7% |
| Participant deferral / active EE | $3,003 | $5,223-42.5% | $4,265-29.6% | $5,982-49.8% |
| Admin fee / account holder | $17,613 | $8,603+104.7% | $6,581+167.7% | $11,246+56.6% |