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 | $47,120 | $163,101-71.1% | $136,749-65.5% | $142,382-66.9% |
| Participation rate | 61.1% | 78.2%-17.1pp | 72.1%-11.0pp | 80.1%-19.0pp |
| Annual return | 19.16% | 27.54%-8.4pp | 24.33%-5.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,469 | $4,117-64.3% | $3,400-56.8% | $4,299-65.8% |
| Participant deferral / active EE | $1,895 | $5,585-66.1% | $4,692-59.6% | $6,507-70.9% |
| Admin fee / account holder | $4,688 | $14,318-67.3% | $11,386-58.8% | $12,624-62.9% |