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 | $43,006 | $80,968-46.9% | $96,544-55.5% | $75,163-42.8% |
| Participation rate | 53.2% | 71.8%-18.6pp | 76.0%-22.8pp | 67.2%-14.0pp |
| Annual return | 13.26% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,444 | $2,282-36.7% | $2,965-51.3% | $2,670-45.9% |
| Participant deferral / active EE | $2,732 | $3,928-30.5% | $4,851-43.7% | $4,125-33.8% |
| Admin fee / account holder | $657 | $6,724-90.2% | $8,252-92.0% | $5,651-88.4% |