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 | $41,336 | $84,233-50.9% | $170,442-75.7% | $70,131-41.1% |
| Participation rate | 48.0% | 70.8%-22.8pp | 83.6%-35.6pp | 69.5%-21.5pp |
| Annual return | 16.21% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,020 | $3,387-69.9% | $5,433-81.2% | $2,342-56.5% |
| Participant deferral / active EE | $1,823 | $3,086-40.9% | $4,939-63.1% | $3,332-45.3% |
| Admin fee / account holder | $3,645 | $5,698-36.0% | $13,880-73.7% | $4,645-21.5% |