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 | $43,490 | $85,022-48.8% | $70,515-38.3% | $139,434-68.8% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.3%-22.9pp | 80.3%-34.9pp |
| Annual return | 19.28% | 30.38%-11.1pp | 32.77%-13.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,186 | $3,909-69.6% | $2,973-60.1% | $4,751-75.0% |
| Participant deferral / active EE | $2,844 | $5,890-51.7% | $4,567-37.7% | $6,710-57.6% |
| Admin fee / account holder | $700 | $8,906-92.1% | $6,412-89.1% | $11,403-93.9% |