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 | $81,627 | $83,337-2.1% | $67,834+20.3% | $273,961-70.2% |
| Participation rate | 31.8% | 76.4%-44.6pp | 68.8%-37.0pp | 83.0%-51.2pp |
| Annual return | 7.81% | 259.45%-251.6pp | 138.47%-130.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $511 | $3,287-84.5% | $2,403-78.7% | $4,869-89.5% |
| Participant deferral / active EE | $1,575 | $4,088-61.5% | $3,160-50.2% | $5,287-70.2% |
| Admin fee / account holder | $3,998 | $6,752-40.8% | $4,622-13.5% | $10,132-60.5% |