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 | $35,296 | $103,376-65.9% | $87,100-59.5% | $152,861-76.9% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.9%-7.6pp | 82.4%-13.2pp |
| Annual return | 19.57% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,619 | $3,220-49.7% | $2,521-35.8% | $4,762-66.0% |
| Participant deferral / active EE | $1,694 | $4,778-64.5% | $4,049-58.1% | $5,850-71.0% |
| Admin fee / account holder | $1,199 | $12,205-90.2% | $7,497-84.0% | $11,596-89.7% |