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 | $59,848 | $110,257-45.7% | $96,544-38.0% | $139,434-57.1% |
| Participation rate | 45.5% | 78.1%-32.6pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 11.08% | 26.32%-15.2pp | 25.84%-14.8pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,370 | $3,620-62.2% | $2,965-53.8% | $4,751-71.2% |
| Participant deferral / active EE | $4,314 | $5,548-22.2% | $4,851-11.1% | $6,710-35.7% |
| Admin fee / account holder | $3,905 | $11,591-66.3% | $8,252-52.7% | $11,403-65.8% |