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 | $47,581 | $110,261-56.8% | $95,745-50.3% | $139,434-65.9% |
| Participation rate | 63.6% | 75.8%-12.1pp | 72.3%-8.6pp | 80.3%-16.7pp |
| Annual return | 22.31% | 27.11%-4.8pp | 28.35%-6.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,527 | $3,257-53.1% | $2,835-46.1% | $4,751-67.9% |
| Participant deferral / active EE | $3,136 | $4,676-32.9% | $4,245-26.1% | $6,710-53.3% |
| Admin fee / account holder | $3,515 | $6,613-46.8% | $5,678-38.1% | $11,403-69.2% |