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 | $40,231 | $109,359-63.2% | $162,163-75.2% | $72,985-44.9% |
| Participation rate | 67.3% | 84.3%-16.9pp | 87.6%-20.2pp | 69.5%-2.1pp |
| Annual return | 24.58% | 25.46%-0.9pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,047 | $3,907-47.6% | $5,614-63.5% | $2,440-16.1% |
| Participant deferral / active EE | $3,232 | $5,481-41.0% | $7,298-55.7% | $3,607-10.4% |
| Admin fee / account holder | $1,201 | $7,972-84.9% | $10,843-88.9% | $5,124-76.6% |