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 | $45,131 | $106,515-57.6% | $96,683-53.3% | $139,434-67.6% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 23.64% | 38.43%-14.8pp | 35.69%-12.1pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,371 | $4,103-66.6% | $3,737-63.3% | $4,751-71.1% |
| Participant deferral / active EE | $2,876 | $5,454-47.3% | $4,878-41.0% | $6,710-57.1% |
| Admin fee / account holder | $400 | $7,877-94.9% | $6,730-94.1% | $11,403-96.5% |