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 | $75,636 | $149,734-49.5% | $118,925-36.4% | $158,922-52.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 13.50% | 19.95%-6.4pp | 35.88%-22.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,755 | $4,115-57.4% | $3,263-46.2% | $4,761-63.1% |
| Participant deferral / active EE | $2,441 | $5,223-53.3% | $4,265-42.8% | $5,982-59.2% |
| Admin fee / account holder | $4,631 | $8,603-46.2% | $6,581-29.6% | $11,246-58.8% |