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 | $40,712 | $95,266-57.3% | $82,389-50.6% | $142,382-71.4% |
| Participation rate | 38.9% | 74.5%-35.6pp | 69.5%-30.7pp | 80.1%-41.2pp |
| Annual return | 14.08% | 25.74%-11.7pp | 28.67%-14.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $997 | $2,991-66.7% | $2,517-60.4% | $4,299-76.8% |
| Participant deferral / active EE | $1,329 | $4,809-72.4% | $4,155-68.0% | $6,507-79.6% |
| Admin fee / account holder | $11,954 | $8,563+39.6% | $7,231+65.3% | $12,624-5.3% |