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 | $46,845 | $110,257-57.5% | $96,544-51.5% | $139,434-66.4% |
| Participation rate | 59.1% | 78.1%-19.0pp | 76.0%-16.9pp | 80.3%-21.2pp |
| Annual return | 13.77% | 26.32%-12.5pp | 25.84%-12.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,216 | $3,620-66.4% | $2,965-59.0% | $4,751-74.4% |
| Participant deferral / active EE | $3,715 | $5,548-33.0% | $4,851-23.4% | $6,710-44.6% |
| Admin fee / account holder | $4,063 | $11,591-65.0% | $8,252-50.8% | $11,403-64.4% |