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 | $71,420 | $110,257-35.2% | $96,544-26.0% | $139,434-48.8% |
| Participation rate | 47.8% | 78.1%-30.3pp | 76.0%-28.1pp | 80.3%-32.5pp |
| Annual return | 13.99% | 26.32%-12.3pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,174 | $3,620-67.6% | $2,965-60.4% | $4,751-75.3% |
| Participant deferral / active EE | $2,213 | $5,548-60.1% | $4,851-54.4% | $6,710-67.0% |
| Admin fee / account holder | $1,900 | $11,591-83.6% | $8,252-77.0% | $11,403-83.3% |