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 | $43,070 | $115,770-62.8% | $101,248-57.5% | $158,922-72.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 11.12% | 56.14%-45.0pp | 46.47%-35.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,393 | $4,175-66.6% | $3,660-61.9% | $4,761-70.7% |
| Participant deferral / active EE | $2,962 | $4,957-40.3% | $4,370-32.2% | $5,982-50.5% |
| Admin fee / account holder | $13,775 | $7,245+90.1% | $5,945+131.7% | $11,246+22.5% |