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 | $40,507 | $124,425-67.4% | $112,040-63.8% | $137,256-70.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 10.78% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,203 | $3,411-64.7% | $2,954-59.3% | $4,156-71.1% |
| Participant deferral / active EE | $2,585 | $5,718-54.8% | $5,098-49.3% | $6,407-59.7% |
| Admin fee / account holder | $21,321 | $15,207+40.2% | $12,098+76.2% | $12,270+73.8% |