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 | $54,190 | $111,754-51.5% | $103,333-47.6% | $145,922-62.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 12.74% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,116 | $4,212-73.5% | $3,868-71.1% | $4,660-76.0% |
| Participant deferral / active EE | $2,459 | $5,619-56.2% | $5,057-51.4% | $6,688-63.2% |
| Admin fee / account holder | $1,204 | $9,750-87.7% | $8,355-85.6% | $13,397-91.0% |