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 | $36,754 | $162,781-77.4% | $133,956-72.6% | $158,922-76.9% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 6.42% | 41.94%-35.5pp | 45.09%-38.7pp | 302.83%-296.4pp |
| Employer contribution / active EE | $2,554 | $4,975-48.7% | $3,919-34.8% | $4,761-46.4% |
| Participant deferral / active EE | $7,133 | $5,911+20.7% | $5,048+41.3% | $5,982+19.2% |
| Admin fee / account holder | $3,737 | $11,736-68.2% | $8,927-58.1% | $11,246-66.8% |