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 | $64,823 | $129,942-50.1% | $104,294-37.8% | $134,475-51.8% |
| Participation rate | 40.9% | 79.5%-38.6pp | 73.3%-32.4pp | 81.2%-40.3pp |
| Annual return | 3.55% | 42.03%-38.5pp | 24.61%-21.1pp | 417.96%-414.4pp |
| Employer contribution / active EE | $1,634 | $4,184-60.9% | $3,372-51.5% | $4,740-65.5% |
| Participant deferral / active EE | $3,677 | $5,588-34.2% | $4,625-20.5% | $6,400-42.6% |
| Admin fee / account holder | $1,036 | $9,323-88.9% | $7,339-85.9% | $11,426-90.9% |