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 | $86,288 | $118,849-27.4% | $96,562-10.6% | $167,490-48.5% |
| Participation rate | 61.1% | 75.5%-14.4pp | 69.8%-8.7pp | 82.1%-21.0pp |
| Annual return | 12.20% | 50.49%-38.3pp | 37.78%-25.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $886 | $3,120-71.6% | $2,356-62.4% | $4,837-81.7% |
| Participant deferral / active EE | $3,406 | $4,616-26.2% | $3,849-11.5% | $6,341-46.3% |
| Admin fee / account holder | $2,140 | $8,065-73.5% | $6,181-65.4% | $12,309-82.6% |