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 | $66,438 | $95,266-30.3% | $82,389-19.4% | $142,382-53.3% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.5%-22.5pp | 80.1%-33.1pp |
| Annual return | 18.46% | 25.74%-7.3pp | 28.67%-10.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,283 | $2,991-57.1% | $2,517-49.0% | $4,299-70.2% |
| Participant deferral / active EE | $2,728 | $4,809-43.3% | $4,155-34.3% | $6,507-58.1% |
| Admin fee / account holder | $3,182 | $8,563-62.8% | $7,231-56.0% | $12,624-74.8% |