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 | $105,046 | $114,381-8.2% | $107,525-2.3% | $142,382-26.2% |
| Participation rate | 54.2% | 78.1%-24.0pp | 75.1%-20.9pp | 80.1%-26.0pp |
| Annual return | 14.03% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,486 | $4,015-63.0% | $3,754-60.4% | $4,299-65.4% |
| Participant deferral / active EE | $3,110 | $5,564-44.1% | $5,116-39.2% | $6,507-52.2% |
| Admin fee / account holder | $1,907 | $9,860-80.7% | $8,919-78.6% | $12,624-84.9% |