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 | $64,709 | $117,983-45.2% | $101,794-36.4% | $142,382-54.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 15.96% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $928 | $2,773-66.5% | $2,289-59.5% | $4,299-78.4% |
| Participant deferral / active EE | $2,319 | $4,714-50.8% | $4,084-43.2% | $6,507-64.4% |
| Admin fee / account holder | $301 | $10,433-97.1% | $8,777-96.6% | $12,624-97.6% |