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 | $24,268 | $124,281-80.5% | $109,143-77.8% | $167,490-85.5% |
| Participation rate | 56.3% | 79.4%-23.2pp | 75.9%-19.6pp | 82.1%-25.9pp |
| Annual return | 15.35% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,445 | $4,207-65.6% | $3,722-61.2% | $4,837-70.1% |
| Participant deferral / active EE | $3,375 | $5,255-35.8% | $4,653-27.5% | $6,341-46.8% |
| Admin fee / account holder | $590 | $7,970-92.6% | $6,752-91.3% | $12,309-95.2% |