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 | $89,605 | $114,381-21.7% | $107,525-16.7% | $142,382-37.1% |
| Participation rate | 38.5% | 78.1%-39.7pp | 75.1%-36.6pp | 80.1%-41.7pp |
| Annual return | 13.87% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $949 | $4,015-76.4% | $3,754-74.7% | $4,299-77.9% |
| Participant deferral / active EE | $2,459 | $5,564-55.8% | $5,116-51.9% | $6,507-62.2% |
| Admin fee / account holder | $17,037 | $9,860+72.8% | $8,919+91.0% | $12,624+35.0% |