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 | $45,559 | $102,966-55.8% | $90,281-49.5% | $152,861-70.2% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.4%-29.1pp |
| Annual return | 25.73% | 95.16%-69.4pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,573 | $3,139-49.9% | $2,854-44.9% | $4,762-67.0% |
| Participant deferral / active EE | $2,360 | $4,281-44.9% | $3,885-39.3% | $5,850-59.7% |
| Admin fee / account holder | $1,216 | $6,171-80.3% | $5,351-77.3% | $11,596-89.5% |