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 | $49,694 | $99,652-50.1% | $78,778-36.9% | $147,584-66.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 18.00% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $445 | $2,796-84.1% | $1,986-77.6% | $4,876-90.9% |
| Participant deferral / active EE | $3,265 | $3,664-10.9% | $2,958+10.4% | $5,439-40.0% |
| Admin fee / account holder | $5,422 | $7,155-24.2% | $5,134+5.6% | $10,885-50.2% |