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 | $35,119 | $165,912-78.8% | $122,332-71.3% | $147,584-76.2% |
| Participation rate | 58.8% | 79.6%-20.8pp | 71.6%-12.8pp | 82.8%-24.0pp |
| Annual return | 16.76% | 34.55%-17.8pp | 30.27%-13.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,396 | $5,754-75.7% | $4,050-65.5% | $4,876-71.4% |
| Participant deferral / active EE | $3,337 | $4,005-16.7% | $3,287+1.5% | $5,439-38.6% |
| Admin fee / account holder | $2,533 | $7,424-65.9% | $5,478-53.8% | $10,885-76.7% |