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 | $46,793 | $154,365-69.7% | $130,231-64.1% | $139,434-66.4% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 21.34% | 30.34%-9.0pp | 38.77%-17.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,459 | $5,170-71.8% | $4,126-64.6% | $4,751-69.3% |
| Participant deferral / active EE | $2,878 | $8,498-66.1% | $6,799-57.7% | $6,710-57.1% |
| Admin fee / account holder | $2,304 | $9,214-75.0% | $6,020-61.7% | $11,403-79.8% |