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 | $48,284 | $104,664-53.9% | $85,682-43.6% | $167,490-71.2% |
| Participation rate | 69.2% | 76.4%-7.1pp | 69.9%-0.6pp | 82.1%-12.9pp |
| Annual return | 10.56% | 21.45%-10.9pp | 21.49%-10.9pp | 478.56%-468.0pp |
| Employer contribution / active EE | $782 | $3,337-76.6% | $2,618-70.2% | $4,837-83.8% |
| Participant deferral / active EE | $1,583 | $4,824-67.2% | $3,923-59.6% | $6,341-75.0% |
| Admin fee / account holder | $22,476 | $10,032+124.0% | $6,873+227.0% | $12,309+82.6% |