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 | $82,618 | $78,705+5.0% | $117,854-29.9% | $70,131+17.8% |
| Participation rate | 47.3% | 73.2%-25.9pp | 79.7%-32.4pp | 69.5%-22.3pp |
| Annual return | 20.39% | 23.30%-2.9pp | 335.08%-314.7pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,077 | $2,223-51.6% | $3,786-71.6% | $2,342-54.0% |
| Participant deferral / active EE | $2,078 | $3,297-37.0% | $4,482-53.6% | $3,332-37.6% |
| Admin fee / account holder | $2,613 | $5,065-48.4% | $8,020-67.4% | $4,645-43.8% |