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 | $88,602 | $107,452-17.5% | $91,541-3.2% | $142,382-37.8% |
| Participation rate | 61.9% | 75.1%-13.2pp | 69.8%-7.9pp | 80.1%-18.2pp |
| Annual return | 16.03% | 22.06%-6.0pp | 20.50%-4.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,144 | $2,994-61.8% | $2,505-54.3% | $4,299-73.4% |
| Participant deferral / active EE | $1,943 | $4,754-59.1% | $4,008-51.5% | $6,507-70.1% |
| Admin fee / account holder | $7,175 | $8,834-18.8% | $6,956+3.1% | $12,624-43.2% |