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 | $47,819 | $127,065-62.4% | $113,168-57.7% | $142,382-66.4% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 13.32% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,606 | $3,442-53.3% | $2,975-46.0% | $4,299-62.6% |
| Participant deferral / active EE | $1,932 | $5,716-66.2% | $5,107-62.2% | $6,507-70.3% |
| Admin fee / account holder | $1,736 | $15,736-89.0% | $12,068-85.6% | $12,624-86.2% |