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 | $43,014 | $102,616-58.1% | $81,983-47.5% | $158,922-72.9% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.2%-12.1pp | 82.0%-24.8pp |
| Annual return | 17.68% | 61.04%-43.4pp | 41.31%-23.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,331 | $3,240-28.1% | $2,498-6.7% | $4,761-51.0% |
| Participant deferral / active EE | $4,769 | $4,648+2.6% | $3,722+28.1% | $5,982-20.3% |
| Admin fee / account holder | $2,518 | $8,235-69.4% | $5,664-55.5% | $11,246-77.6% |