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 | $93,547 | $105,181-11.1% | $159,436-41.3% | $85,850+9.0% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.8%-24.5pp | 69.3%-11.0pp |
| Annual return | 18.24% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $687 | $3,318-79.3% | $4,829-85.8% | $2,565-73.2% |
| Participant deferral / active EE | $8,612 | $5,945+44.9% | $7,352+17.1% | $3,952+117.9% |
| Admin fee / account holder | $13,829 | $6,933+99.5% | $10,799+28.1% | $6,260+120.9% |