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 | $56,583 | $117,983-52.0% | $101,794-44.4% | $142,382-60.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 16.66% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,989 | $2,773-28.3% | $2,289-13.1% | $4,299-53.7% |
| Participant deferral / active EE | $5,192 | $4,714+10.1% | $4,084+27.1% | $6,507-20.2% |
| Admin fee / account holder | $11,474 | $10,433+10.0% | $8,777+30.7% | $12,624-9.1% |