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 | $43,372 | $78,705-44.9% | $117,854-63.2% | $70,131-38.2% |
| Participation rate | 63.4% | 73.2%-9.8pp | 79.7%-16.2pp | 69.5%-6.1pp |
| Annual return | 15.82% | 23.30%-7.5pp | 335.08%-319.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,063 | $2,223-7.2% | $3,786-45.5% | $2,342-11.9% |
| Participant deferral / active EE | $3,842 | $3,297+16.5% | $4,482-14.3% | $3,332+15.3% |
| Admin fee / account holder | $4,855 | $5,065-4.2% | $8,020-39.5% | $4,645+4.5% |