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 | $92,072 | $84,233+9.3% | $170,442-46.0% | $70,131+31.3% |
| Participation rate | 40.8% | 70.8%-30.0pp | 83.6%-42.8pp | 69.5%-28.7pp |
| Annual return | 18.17% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $858 | $3,387-74.7% | $5,433-84.2% | $2,342-63.4% |
| Participant deferral / active EE | $2,622 | $3,086-15.0% | $4,939-46.9% | $3,332-21.3% |
| Admin fee / account holder | $21,660 | $5,698+280.1% | $13,880+56.0% | $4,645+366.3% |