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 | $95,075 | $95,266-0.2% | $82,389+15.4% | $142,382-33.2% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.5%-25.1pp | 80.1%-35.7pp |
| Annual return | 15.77% | 25.74%-10.0pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $811 | $2,991-72.9% | $2,517-67.8% | $4,299-81.1% |
| Participant deferral / active EE | $2,073 | $4,809-56.9% | $4,155-50.1% | $6,507-68.1% |
| Admin fee / account holder | $4,858 | $8,563-43.3% | $7,231-32.8% | $12,624-61.5% |