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 | $40,890 | $109,881-62.8% | $150,045-72.7% | $84,808-51.8% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 17.23% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,440 | $3,561-59.6% | $4,693-69.3% | $2,631-45.3% |
| Participant deferral / active EE | $3,546 | $6,636-46.6% | $7,997-55.7% | $4,212-15.8% |
| Admin fee / account holder | $2,755 | $8,568-67.9% | $13,435-79.5% | $7,344-62.5% |