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 | $65,072 | $117,983-44.8% | $101,794-36.1% | $142,382-54.3% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 13.65% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,152 | $2,773-58.5% | $2,289-49.7% | $4,299-73.2% |
| Participant deferral / active EE | $2,508 | $4,714-46.8% | $4,084-38.6% | $6,507-61.5% |
| Admin fee / account holder | $455 | $10,433-95.6% | $8,777-94.8% | $12,624-96.4% |