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 | $59,541 | $117,983-49.5% | $101,794-41.5% | $142,382-58.2% |
| Participation rate | 52.2% | 74.2%-22.1pp | 69.2%-17.0pp | 80.1%-27.9pp |
| Annual return | 14.29% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,044 | $2,773-62.4% | $2,289-54.4% | $4,299-75.7% |
| Participant deferral / active EE | $1,972 | $4,714-58.2% | $4,084-51.7% | $6,507-69.7% |
| Admin fee / account holder | $6,602 | $10,433-36.7% | $8,777-24.8% | $12,624-47.7% |