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 | $49,117 | $165,912-70.4% | $122,332-59.8% | $147,584-66.7% |
| Participation rate | 45.8% | 79.6%-33.7pp | 71.6%-25.8pp | 82.8%-37.0pp |
| Annual return | 22.20% | 34.55%-12.4pp | 30.27%-8.1pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,330 | $5,754-76.9% | $4,050-67.2% | $4,876-72.7% |
| Participant deferral / active EE | $2,870 | $4,005-28.3% | $3,287-12.7% | $5,439-47.2% |
| Admin fee / account holder | $2,158 | $7,424-70.9% | $5,478-60.6% | $10,885-80.2% |