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 | $73,859 | $127,065-41.9% | $113,168-34.7% | $142,382-48.1% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 18.90% | 24.03%-5.1pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,071 | $3,442-68.9% | $2,975-64.0% | $4,299-75.1% |
| Participant deferral / active EE | $2,106 | $5,716-63.2% | $5,107-58.8% | $6,507-67.6% |
| Admin fee / account holder | $389 | $15,736-97.5% | $12,068-96.8% | $12,624-96.9% |