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 | $60,110 | $96,484-37.7% | $75,886-20.8% | $152,861-60.7% |
| Participation rate | 35.0% | 76.2%-41.2pp | 69.3%-34.3pp | 82.4%-47.4pp |
| Annual return | 20.71% | 33.98%-13.3pp | 30.76%-10.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,061 | $3,309-68.0% | $2,500-57.6% | $4,762-77.7% |
| Participant deferral / active EE | $1,730 | $4,553-62.0% | $3,603-52.0% | $5,850-70.4% |
| Admin fee / account holder | $13,188 | $8,078+63.3% | $5,418+143.4% | $11,596+13.7% |