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 | $96,095 | $117,983-18.6% | $101,794-5.6% | $142,382-32.5% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.2%-12.9pp | 80.1%-23.9pp |
| Annual return | 12.20% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $529 | $2,773-80.9% | $2,289-76.9% | $4,299-87.7% |
| Participant deferral / active EE | $4,943 | $4,714+4.9% | $4,084+21.0% | $6,507-24.0% |
| Admin fee / account holder | $383 | $10,433-96.3% | $8,777-95.6% | $12,624-97.0% |