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 | $61,769 | $102,616-39.8% | $81,983-24.7% | $158,922-61.1% |
| Participation rate | 45.5% | 75.5%-30.1pp | 69.2%-23.8pp | 82.0%-36.5pp |
| Annual return | 25.97% | 61.04%-35.1pp | 41.31%-15.3pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,347 | $3,240-58.4% | $2,498-46.1% | $4,761-71.7% |
| Participant deferral / active EE | $3,429 | $4,648-26.2% | $3,722-7.9% | $5,982-42.7% |
| Admin fee / account holder | $4,736 | $8,235-42.5% | $5,664-16.4% | $11,246-57.9% |