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 | $80,672 | $111,754-27.8% | $103,333-21.9% | $145,922-44.7% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 18.48% | 24.77%-6.3pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,092 | $4,212-74.1% | $3,868-71.8% | $4,660-76.6% |
| Participant deferral / active EE | $3,889 | $5,619-30.8% | $5,057-23.1% | $6,688-41.9% |
| Admin fee / account holder | $1,315 | $9,750-86.5% | $8,355-84.3% | $13,397-90.2% |