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 | $41,234 | $104,251-60.4% | $91,001-54.7% | $147,584-72.1% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.6%-32.7pp | 82.8%-40.0pp |
| Annual return | 15.34% | 27.06%-11.7pp | 4.60%+10.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,345 | $3,116-56.8% | $2,456-45.2% | $4,876-72.4% |
| Participant deferral / active EE | $1,190 | $4,195-71.6% | $3,547-66.4% | $5,439-78.1% |
| Admin fee / account holder | $1,862 | $8,948-79.2% | $5,417-65.6% | $10,885-82.9% |