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 | $68,561 | $99,652-31.2% | $78,778-13.0% | $147,584-53.5% |
| Participation rate | 52.2% | 76.2%-24.1pp | 69.2%-17.0pp | 82.8%-30.7pp |
| Annual return | 16.16% | 47.28%-31.1pp | 35.62%-19.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,402 | $2,796-49.8% | $1,986-29.4% | $4,876-71.2% |
| Participant deferral / active EE | $4,816 | $3,664+31.4% | $2,958+62.8% | $5,439-11.5% |
| Admin fee / account holder | $4,383 | $7,155-38.7% | $5,134-14.6% | $10,885-59.7% |