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 | $71,100 | $106,584-33.3% | $101,326-29.8% | $142,382-50.1% |
| Participation rate | 44.4% | 82.7%-38.2pp | 81.5%-37.1pp | 80.1%-35.7pp |
| Annual return | 12.71% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,742 | $3,956-56.0% | $3,665-52.5% | $4,299-59.5% |
| Participant deferral / active EE | $3,687 | $8,297-55.6% | $7,994-53.9% | $6,507-43.3% |
| Admin fee / account holder | $934 | $11,446-91.8% | $11,185-91.6% | $12,624-92.6% |