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 | $62,275 | $127,065-51.0% | $113,168-45.0% | $142,382-56.3% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 13.14% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,064 | $3,442-69.1% | $2,975-64.2% | $4,299-75.3% |
| Participant deferral / active EE | $1,901 | $5,716-66.7% | $5,107-62.8% | $6,507-70.8% |
| Admin fee / account holder | $335 | $15,736-97.9% | $12,068-97.2% | $12,624-97.3% |