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 | $37,041 | $106,515-65.2% | $96,683-61.7% | $139,434-73.4% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 17.11% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,312 | $4,103-68.0% | $3,737-64.9% | $4,751-72.4% |
| Participant deferral / active EE | $2,263 | $5,454-58.5% | $4,878-53.6% | $6,710-66.3% |
| Admin fee / account holder | $3,298 | $7,877-58.1% | $6,730-51.0% | $11,403-71.1% |