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 | $45,058 | $149,679-69.9% | $117,039-61.5% | $147,584-69.5% |
| Participation rate | 28.6% | 83.5%-54.9pp | 77.2%-48.6pp | 82.8%-54.3pp |
| Annual return | 23.55% | 19.31%+4.2pp | 18.95%+4.6pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,109 | $4,937-77.5% | $3,785-70.7% | $4,876-77.2% |
| Participant deferral / active EE | $3,783 | $4,912-23.0% | $3,929-3.7% | $5,439-30.5% |
| Admin fee / account holder | $3,769 | $7,856-52.0% | $5,974-36.9% | $10,885-65.4% |