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 | $47,738 | $111,814-57.3% | $103,374-53.8% | $145,959-67.3% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 9.19% | 24.77%-15.6pp | 24.89%-15.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,337 | $4,214-68.3% | $3,869-65.4% | $4,661-71.3% |
| Participant deferral / active EE | $1,637 | $5,618-70.9% | $5,058-67.6% | $6,689-75.5% |
| Admin fee / account holder | $1,171 | $9,754-88.0% | $8,394-86.1% | $13,398-91.3% |