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 | $99,593 | $91,552+8.8% | $133,956-25.7% | $79,858+24.7% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.4pp | 69.6%-25.2pp |
| Annual return | 22.13% | 61.85%-39.7pp | 45.09%-23.0pp | 31.71%-9.6pp |
| Employer contribution / active EE | $990 | $2,384-58.5% | $3,919-74.7% | $2,471-59.9% |
| Participant deferral / active EE | $1,917 | $3,733-48.6% | $5,048-62.0% | $3,740-48.7% |
| Admin fee / account holder | $1,586 | $6,321-74.9% | $8,927-82.2% | $5,306-70.1% |