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 | $41,424 | $95,266-56.5% | $82,389-49.7% | $142,382-70.9% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.5%-0.8pp | 80.1%-11.4pp |
| Annual return | 14.18% | 25.74%-11.6pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,475 | $2,991-50.7% | $2,517-41.4% | $4,299-65.7% |
| Participant deferral / active EE | $3,180 | $4,809-33.9% | $4,155-23.5% | $6,507-51.1% |
| Admin fee / account holder | $664 | $8,563-92.2% | $7,231-90.8% | $12,624-94.7% |