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 | $32,837 | $110,257-70.2% | $96,544-66.0% | $139,434-76.4% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 11.94% | 26.32%-14.4pp | 25.84%-13.9pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,337 | $3,620-63.1% | $2,965-54.9% | $4,751-71.8% |
| Participant deferral / active EE | $1,851 | $5,548-66.6% | $4,851-61.8% | $6,710-72.4% |
| Admin fee / account holder | $7,346 | $11,591-36.6% | $8,252-11.0% | $11,403-35.6% |