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 | $52,615 | $77,419-32.0% | $69,455-24.2% | $152,861-65.6% |
| Participation rate | 55.6% | 78.1%-22.5pp | 74.6%-19.1pp | 82.4%-26.9pp |
| Annual return | 17.67% | 39.06%-21.4pp | 28.97%-11.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,638 | $3,315-50.6% | $2,779-41.1% | $4,762-65.6% |
| Participant deferral / active EE | $2,651 | $4,414-39.9% | $3,535-25.0% | $5,850-54.7% |
| Admin fee / account holder | $3,836 | $6,207-38.2% | $3,839-0.1% | $11,596-66.9% |