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 | $40,220 | $112,729-64.3% | $98,716-59.3% | $137,256-70.7% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.3%-14.7pp | 80.0%-25.4pp |
| Annual return | 14.54% | 38.48%-23.9pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,348 | $2,725-50.6% | $2,279-40.9% | $4,156-67.6% |
| Participant deferral / active EE | $1,201 | $4,640-74.1% | $4,048-70.3% | $6,407-81.3% |
| Admin fee / account holder | $5,897 | $10,129-41.8% | $8,703-32.2% | $12,270-51.9% |