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 | $92,302 | $102,245-9.7% | $89,340+3.3% | $137,256-32.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 15.31% | 21.89%-6.6pp | 20.57%-5.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $762 | $2,529-69.9% | $2,231-65.8% | $4,156-81.7% |
| Participant deferral / active EE | $849 | $4,436-80.9% | $3,823-77.8% | $6,407-86.7% |
| Admin fee / account holder | $2,361 | $8,085-70.8% | $6,704-64.8% | $12,270-80.8% |