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 | $70,953 | $106,515-33.4% | $96,683-26.6% | $139,434-49.1% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 13.93% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,156 | $4,103-71.8% | $3,737-69.1% | $4,751-75.7% |
| Participant deferral / active EE | $1,910 | $5,454-65.0% | $4,878-60.8% | $6,710-71.5% |
| Admin fee / account holder | $1,867 | $7,877-76.3% | $6,730-72.3% | $11,403-83.6% |