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 | $95,990 | $73,933+29.8% | $96,683-0.7% | $75,163+27.7% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 22.88% | 26.70%-3.8pp | 35.69%-12.8pp | 160.62%-137.7pp |
| Employer contribution / active EE | $794 | $2,928-72.9% | $3,737-78.7% | $2,670-70.2% |
| Participant deferral / active EE | $2,527 | $3,659-30.9% | $4,878-48.2% | $4,125-38.7% |
| Admin fee / account holder | $1,054 | $5,216-79.8% | $6,730-84.3% | $5,651-81.3% |