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 | $56,488 | $154,117-63.3% | $129,995-56.5% | $139,434-59.5% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 22.33% | 32.48%-10.1pp | -137.18%+159.5pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,624 | $5,289-69.3% | $4,320-62.4% | $4,751-65.8% |
| Participant deferral / active EE | $3,483 | $6,710-48.1% | $5,820-40.2% | $6,710-48.1% |
| Admin fee / account holder | $12,390 | $14,007-11.5% | $10,614+16.7% | $11,403+8.7% |