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 | $40,742 | $115,882-64.8% | $100,516-59.5% | $158,922-74.4% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 12.16% | 34.79%-22.6pp | 30.89%-18.7pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,245 | $4,103-20.9% | $3,418-5.1% | $4,761-31.8% |
| Participant deferral / active EE | $5,726 | $6,674-14.2% | $6,270-8.7% | $5,982-4.3% |
| Admin fee / account holder | $14,640 | $10,995+33.1% | $8,081+81.2% | $11,246+30.2% |