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 | $108,225 | $103,949+4.1% | $69,182+56.4% | $273,961-60.5% |
| Participation rate | 42.9% | 67.4%-24.5pp | 55.1%-12.3pp | 83.0%-40.2pp |
| Annual return | 13.39% | 35.28%-21.9pp | -21.93%+35.3pp | 41.45%-28.1pp |
| Employer contribution / active EE | $403 | $1,783-77.4% | $1,206-66.6% | $4,869-91.7% |
| Participant deferral / active EE | $4,320 | $2,716+59.0% | $1,897+127.8% | $5,287-18.3% |
| Admin fee / account holder | $768 | $3,671-79.1% | $2,697-71.5% | $10,132-92.4% |