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 | $39,615 | $78,672-49.6% | $109,143-63.7% | $85,850-53.9% |
| Participation rate | 47.5% | 68.3%-20.8pp | 75.9%-28.4pp | 69.3%-21.8pp |
| Annual return | 12.86% | 25.09%-12.2pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,414 | $2,735-48.3% | $3,722-62.0% | $2,565-44.9% |
| Participant deferral / active EE | $1,830 | $3,467-47.2% | $4,653-60.7% | $3,952-53.7% |
| Admin fee / account holder | $1,985 | $5,469-63.7% | $6,752-70.6% | $6,260-68.3% |