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 | $42,580 | $99,652-57.3% | $78,778-45.9% | $147,584-71.1% |
| Participation rate | 61.9% | 76.2%-14.3pp | 69.2%-7.3pp | 82.8%-20.9pp |
| Annual return | 16.45% | 47.28%-30.8pp | 35.62%-19.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,872 | $2,796-33.0% | $1,986-5.7% | $4,876-61.6% |
| Participant deferral / active EE | $3,715 | $3,664+1.4% | $2,958+25.6% | $5,439-31.7% |
| Admin fee / account holder | $1,437 | $7,155-79.9% | $5,134-72.0% | $10,885-86.8% |