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 | $55,603 | $100,901-44.9% | $75,670-26.5% | $147,584-62.3% |
| Participation rate | 43.8% | 77.1%-33.4pp | 72.3%-28.6pp | 82.8%-39.1pp |
| Annual return | 19.40% | 35.78%-16.4pp | 27.34%-7.9pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,493 | $3,253-54.1% | $2,352-36.5% | $4,876-69.4% |
| Participant deferral / active EE | $3,153 | $4,027-21.7% | $3,142+0.3% | $5,439-42.0% |
| Admin fee / account holder | $3,259 | $11,285-71.1% | $5,800-43.8% | $10,885-70.1% |