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 | $45,307 | $85,022-46.7% | $70,515-35.7% | $139,434-67.5% |
| Participation rate | 55.0% | 73.9%-18.9pp | 68.3%-13.3pp | 80.3%-25.3pp |
| Annual return | 11.00% | 30.38%-19.4pp | 32.77%-21.8pp | 372.94%-361.9pp |
| Employer contribution / active EE | $803 | $3,909-79.4% | $2,973-73.0% | $4,751-83.1% |
| Participant deferral / active EE | $1,632 | $5,890-72.3% | $4,567-64.3% | $6,710-75.7% |
| Admin fee / account holder | $15,033 | $8,906+68.8% | $6,412+134.4% | $11,403+31.8% |