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 | $91,781 | $90,745+1.1% | $130,231-29.5% | $75,163+22.1% |
| Participation rate | 38.7% | 71.1%-32.3pp | 76.3%-37.6pp | 67.2%-28.5pp |
| Annual return | 16.20% | 34.45%-18.3pp | 38.77%-22.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $751 | $3,314-77.3% | $4,126-81.8% | $2,670-71.9% |
| Participant deferral / active EE | $1,975 | $5,362-63.2% | $6,799-70.9% | $4,125-52.1% |
| Admin fee / account holder | $2,766 | $6,331-56.3% | $6,020-54.1% | $5,651-51.1% |