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 | $96,229 | $113,339-15.1% | $94,993+1.3% | $147,584-34.8% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 15.01% | 20.77%-5.8pp | 27.12%-12.1pp | 578.55%-563.5pp |
| Employer contribution / active EE | $383 | $3,160-87.9% | $2,603-85.3% | $4,876-92.1% |
| Participant deferral / active EE | $7,654 | $3,777+102.6% | $3,317+130.7% | $5,439+40.7% |
| Admin fee / account holder | $1,116 | $6,063-81.6% | $4,960-77.5% | $10,885-89.7% |