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 | $57,298 | $73,933-22.5% | $96,683-40.7% | $75,163-23.8% |
| Participation rate | 42.9% | 66.4%-23.6pp | 74.3%-31.5pp | 67.2%-24.3pp |
| Annual return | 16.76% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,079 | $2,928-63.1% | $3,737-71.1% | $2,670-59.6% |
| Participant deferral / active EE | $4,433 | $3,659+21.2% | $4,878-9.1% | $4,125+7.5% |
| Admin fee / account holder | $9,741 | $5,216+86.7% | $6,730+44.8% | $5,651+72.4% |