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 | $55,519 | $100,970-45.0% | $96,576-42.5% | $137,256-59.6% |
| Participation rate | 20.0% | 82.6%-62.6pp | 81.4%-61.4pp | 80.0%-60.0pp |
| Annual return | 13.61% | 38.16%-24.6pp | 38.47%-24.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,480 | $3,809-61.1% | $3,553-58.3% | $4,156-64.4% |
| Participant deferral / active EE | $4,216 | $8,286-49.1% | $7,956-47.0% | $6,407-34.2% |
| Admin fee / account holder | $666 | $11,312-94.1% | $11,381-94.1% | $12,270-94.6% |