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 | $82,130 | $106,515-22.9% | $96,683-15.1% | $139,434-41.1% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 20.81% | 38.43%-17.6pp | 35.69%-14.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,029 | $4,103-74.9% | $3,737-72.5% | $4,751-78.3% |
| Participant deferral / active EE | $1,389 | $5,454-74.5% | $4,878-71.5% | $6,710-79.3% |
| Admin fee / account holder | $11,513 | $7,877+46.2% | $6,730+71.1% | $11,403+1.0% |