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 | $95,912 | $80,968+18.5% | $96,544-0.7% | $75,163+27.6% |
| Participation rate | 35.6% | 71.8%-36.2pp | 76.0%-40.4pp | 67.2%-31.6pp |
| Annual return | 15.73% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $873 | $2,282-61.7% | $2,965-70.6% | $2,670-67.3% |
| Participant deferral / active EE | $1,963 | $3,928-50.0% | $4,851-59.5% | $4,125-52.4% |
| Admin fee / account holder | $535 | $6,724-92.0% | $8,252-93.5% | $5,651-90.5% |