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 | $51,116 | $135,952-62.4% | $123,892-58.7% | $273,961-81.3% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 29.05% | 56.63%-27.6pp | 47.52%-18.5pp | 41.45%-12.4pp |
| Employer contribution / active EE | $1,408 | $5,170-72.8% | $4,617-69.5% | $4,869-71.1% |
| Participant deferral / active EE | $5,124 | $6,343-19.2% | $5,984-14.4% | $5,287-3.1% |
| Admin fee / account holder | $1,401 | $9,817-85.7% | $8,357-83.2% | $10,132-86.2% |