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 | $30,954 | $192,717-83.9% | $142,449-78.3% | $139,434-77.8% |
| Participation rate | 60.0% | 81.5%-21.5pp | 76.8%-16.8pp | 80.3%-20.3pp |
| Annual return | 14.75% | 17.99%-3.2pp | 19.99%-5.2pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,067 | $5,806-64.4% | $4,847-57.4% | $4,751-56.5% |
| Participant deferral / active EE | $2,755 | $7,208-61.8% | $6,283-56.1% | $6,710-58.9% |
| Admin fee / account holder | $12,561 | $15,124-16.9% | $10,011+25.5% | $11,403+10.2% |