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 | $40,602 | $101,069-59.8% | $81,478-50.2% | $147,584-72.5% |
| Participation rate | 63.2% | 74.5%-11.3pp | 68.0%-4.8pp | 82.8%-19.7pp |
| Annual return | 19.33% | 32.40%-13.1pp | 38.78%-19.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,856 | $3,205+20.3% | $2,568+50.2% | $4,876-20.9% |
| Participant deferral / active EE | $7,274 | $4,242+71.5% | $3,537+105.7% | $5,439+33.7% |
| Admin fee / account holder | $3,569 | $5,812-38.6% | $4,561-21.8% | $10,885-67.2% |