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 | $30,624 | $110,257-72.2% | $96,544-68.3% | $139,434-78.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 10.87% | 26.32%-15.4pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,695 | $3,620-25.6% | $2,965-9.1% | $4,751-43.3% |
| Participant deferral / active EE | $4,237 | $5,548-23.6% | $4,851-12.7% | $6,710-36.9% |
| Admin fee / account holder | $16,011 | $11,591+38.1% | $8,252+94.0% | $11,403+40.4% |