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 | $80,275 | $77,419+3.7% | $69,455+15.6% | $152,861-47.5% |
| Participation rate | 36.4% | 78.1%-41.7pp | 74.6%-38.2pp | 82.4%-46.1pp |
| Annual return | 15.18% | 39.06%-23.9pp | 28.97%-13.8pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,275 | $3,315-31.4% | $2,779-18.1% | $4,762-52.2% |
| Participant deferral / active EE | $3,658 | $4,414-17.1% | $3,535+3.5% | $5,850-37.5% |
| Admin fee / account holder | $3,778 | $6,207-39.1% | $3,839-1.6% | $11,596-67.4% |