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 | $92,574 | $87,870+5.4% | $113,168-18.2% | $74,304+24.6% |
| Participation rate | 57.0% | 70.7%-13.7pp | 76.6%-19.5pp | 60.3%-3.3pp |
| Annual return | 15.83% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $996 | $2,277-56.3% | $2,975-66.5% | $2,241-55.6% |
| Participant deferral / active EE | $3,125 | $4,241-26.3% | $5,107-38.8% | $3,767-17.0% |
| Admin fee / account holder | $2,380 | $3,368-29.3% | $12,068-80.3% | $2,969-19.8% |