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 | $114,600 | $117,983-2.9% | $101,794+12.6% | $142,382-19.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 14.06% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $964 | $2,773-65.2% | $2,289-57.9% | $4,299-77.6% |
| Participant deferral / active EE | $2,825 | $4,714-40.1% | $4,084-30.8% | $6,507-56.6% |
| Admin fee / account holder | $1,464 | $10,433-86.0% | $8,777-83.3% | $12,624-88.4% |