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 | $35,504 | $98,240-63.9% | $82,313-56.9% | $147,584-75.9% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 8.92% | 30.85%-21.9pp | 25.88%-17.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,830 | $3,192-42.7% | $2,428-24.7% | $4,876-62.5% |
| Participant deferral / active EE | $3,273 | $4,383-25.3% | $3,706-11.7% | $5,439-39.8% |
| Admin fee / account holder | $9,596 | $8,563+12.1% | $5,608+71.1% | $10,885-11.8% |