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 | $88,742 | $69,515+27.7% | $86,874+2.2% | $85,850+3.4% |
| Participation rate | 48.0% | 66.3%-18.3pp | 71.6%-23.6pp | 69.3%-21.3pp |
| Annual return | 16.96% | 20.12%-3.2pp | 63.52%-46.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $907 | $1,880-51.7% | $2,495-63.6% | $2,565-64.6% |
| Participant deferral / active EE | $3,355 | $2,919+14.9% | $3,699-9.3% | $3,952-15.1% |
| Admin fee / account holder | $9,086 | $5,972+52.1% | $5,828+55.9% | $6,260+45.1% |