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 | $41,475 | $148,534-72.1% | $135,903-69.5% | $139,434-70.3% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 12.28% | 79.19%-66.9pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,320 | $5,243-55.8% | $4,856-52.2% | $4,751-51.2% |
| Participant deferral / active EE | $3,176 | $8,100-60.8% | $7,758-59.1% | $6,710-52.7% |
| Admin fee / account holder | $14,961 | $12,400+20.7% | $10,762+39.0% | $11,403+31.2% |