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 | $97,916 | $118,450-17.3% | $98,439-0.5% | $139,434-29.8% |
| Participation rate | 69.2% | 77.4%-8.2pp | 75.2%-5.9pp | 80.3%-11.1pp |
| Annual return | 15.32% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,897 | $5,392-9.2% | $4,738+3.4% | $6,710-27.0% |
| Admin fee / account holder | $6,379 | $14,026-54.5% | $8,948-28.7% | $11,403-44.1% |