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 | $30,515 | $106,515-71.4% | $96,683-68.4% | $139,434-78.1% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 18.42% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,853 | $4,103-54.8% | $3,737-50.4% | $4,751-61.0% |
| Participant deferral / active EE | $3,668 | $5,454-32.7% | $4,878-24.8% | $6,710-45.3% |
| Admin fee / account holder | $754 | $7,877-90.4% | $6,730-88.8% | $11,403-93.4% |