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 | $107,452-14.1% | $91,541+0.8% | $142,382-35.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 15.31% | 22.06%-6.7pp | 20.50%-5.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $762 | $2,994-74.5% | $2,505-69.6% | $4,299-82.3% |
| Participant deferral / active EE | $849 | $4,754-82.1% | $4,008-78.8% | $6,507-86.9% |
| Admin fee / account holder | $2,361 | $8,834-73.3% | $6,956-66.1% | $12,624-81.3% |