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 | $46,858 | $140,940-66.8% | $112,229-58.2% | $139,434-66.4% |
| Participation rate | 63.2% | 79.2%-16.0pp | 72.4%-9.3pp | 80.3%-17.2pp |
| Annual return | 18.50% | 32.71%-14.2pp | 30.20%-11.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,554 | $4,283-63.7% | $3,430-54.7% | $4,751-67.3% |
| Participant deferral / active EE | $3,110 | $5,874-47.0% | $4,798-35.2% | $6,710-53.6% |
| Admin fee / account holder | $1,178 | $9,954-88.2% | $7,748-84.8% | $11,403-89.7% |