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 | $35,933 | $99,652-63.9% | $78,778-54.4% | $147,584-75.7% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 16.25% | 47.28%-31.0pp | 35.62%-19.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,404 | $2,796-49.8% | $1,986-29.3% | $4,876-71.2% |
| Participant deferral / active EE | $3,997 | $3,664+9.1% | $2,958+35.1% | $5,439-26.5% |
| Admin fee / account holder | $3,586 | $7,155-49.9% | $5,134-30.2% | $10,885-67.1% |