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 | $33,620 | $124,319-73.0% | $111,297-69.8% | $167,490-79.9% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 9.97% | 37.44%-27.5pp | 54.65%-44.7pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,255 | $3,435-63.5% | $2,731-54.0% | $4,837-74.1% |
| Participant deferral / active EE | $2,302 | $5,180-55.6% | $4,487-48.7% | $6,341-63.7% |
| Admin fee / account holder | $10,984 | $10,618+3.4% | $7,964+37.9% | $12,309-10.8% |