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 | $40,456 | $154,228-73.8% | $145,433-72.2% | $137,256-70.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.61% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,327 | $4,804-51.6% | $4,554-48.9% | $4,156-44.0% |
| Participant deferral / active EE | $4,573 | $8,216-44.3% | $7,897-42.1% | $6,407-28.6% |
| Admin fee / account holder | $5,459 | $14,344-61.9% | $13,129-58.4% | $12,270-55.5% |