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 | $62,704 | $117,983-46.9% | $101,794-38.4% | $142,382-56.0% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 11.76% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,723 | $2,773-37.9% | $2,289-24.7% | $4,299-59.9% |
| Participant deferral / active EE | $2,897 | $4,714-38.5% | $4,084-29.1% | $6,507-55.5% |
| Admin fee / account holder | $1,003 | $10,433-90.4% | $8,777-88.6% | $12,624-92.1% |