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 | $43,071 | $80,968-46.8% | $96,544-55.4% | $75,163-42.7% |
| Participation rate | 61.8% | 71.8%-10.0pp | 76.0%-14.2pp | 67.2%-5.4pp |
| Annual return | 17.89% | 27.06%-9.2pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,135 | $2,282-50.3% | $2,965-61.7% | $2,670-57.5% |
| Participant deferral / active EE | $3,523 | $3,928-10.3% | $4,851-27.4% | $4,125-14.6% |
| Admin fee / account holder | $2,472 | $6,724-63.2% | $8,252-70.0% | $5,651-56.3% |