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 | $95,254 | $110,261-13.6% | $95,745-0.5% | $139,434-31.7% |
| Participation rate | 42.9% | 75.8%-32.9pp | 72.3%-29.4pp | 80.3%-37.5pp |
| Annual return | 15.85% | 27.11%-11.3pp | 28.35%-12.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,034 | $3,257-68.3% | $2,835-63.5% | $4,751-78.2% |
| Participant deferral / active EE | $4,536 | $4,676-3.0% | $4,245+6.9% | $6,710-32.4% |
| Admin fee / account holder | $1,536 | $6,613-76.8% | $5,678-73.0% | $11,403-86.5% |