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 | $93,253 | $65,365+42.7% | $92,893+0.4% | $72,985+27.8% |
| Participation rate | 18.6% | 68.3%-49.7pp | 76.0%-57.4pp | 69.5%-50.9pp |
| Annual return | 20.43% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $669 | $2,594-74.2% | $3,653-81.7% | $2,440-72.6% |
| Participant deferral / active EE | $1,846 | $3,128-41.0% | $4,236-56.4% | $3,607-48.8% |
| Admin fee / account holder | $2,691 | $4,251-36.7% | $5,794-53.6% | $5,124-47.5% |