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 | $59,301 | $110,257-46.2% | $96,544-38.6% | $139,434-57.5% |
| Participation rate | 52.4% | 78.1%-25.7pp | 76.0%-23.6pp | 80.3%-27.9pp |
| Annual return | 16.28% | 26.32%-10.0pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,819 | $3,620-49.7% | $2,965-38.6% | $4,751-61.7% |
| Participant deferral / active EE | $4,452 | $5,548-19.7% | $4,851-8.2% | $6,710-33.7% |
| Admin fee / account holder | $816 | $11,591-93.0% | $8,252-90.1% | $11,403-92.8% |