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 | $77,061 | $163,101-52.8% | $136,749-43.6% | $142,382-45.9% |
| Participation rate | 53.3% | 78.2%-24.9pp | 72.1%-18.8pp | 80.1%-26.8pp |
| Annual return | 13.90% | 27.54%-13.6pp | 24.33%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,679 | $4,117-59.2% | $3,400-50.6% | $4,299-61.0% |
| Participant deferral / active EE | $2,766 | $5,585-50.5% | $4,692-41.1% | $6,507-57.5% |
| Admin fee / account holder | $3,347 | $14,318-76.6% | $11,386-70.6% | $12,624-73.5% |