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 | $91,261 | $59,263+54.0% | $96,562-5.5% | $79,386+15.0% |
| Participation rate | 38.8% | 61.9%-23.1pp | 69.8%-31.0pp | 70.7%-31.9pp |
| Annual return | 15.35% | 27.07%-11.7pp | 37.78%-22.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $317 | $1,216-73.9% | $2,356-86.5% | $2,427-86.9% |
| Participant deferral / active EE | $2,329 | $2,948-21.0% | $3,849-39.5% | $4,046-42.4% |
| Admin fee / account holder | $4,489 | $658+581.8% | $6,181-27.4% | $626+616.6% |