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 | $46,584 | $117,983-60.5% | $101,794-54.2% | $142,382-67.3% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.2%-41.4pp | 80.1%-52.3pp |
| Annual return | 13.86% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,062 | $2,773-61.7% | $2,289-53.6% | $4,299-75.3% |
| Participant deferral / active EE | $3,029 | $4,714-35.7% | $4,084-25.8% | $6,507-53.5% |
| Admin fee / account holder | $55,868 | $10,433+435.5% | $8,777+536.5% | $12,624+342.6% |