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 | $88,736 | $112,881-21.4% | $90,951-2.4% | $158,922-44.2% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 15.46% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $937 | $2,893-67.6% | $2,122-55.8% | $4,761-80.3% |
| Participant deferral / active EE | $1,840 | $4,128-55.4% | $3,373-45.4% | $5,982-69.2% |
| Admin fee / account holder | $8,845 | $8,041+10.0% | $5,959+48.4% | $11,246-21.3% |