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 | $41,243 | $105,126-60.8% | $94,646-56.4% | $139,434-70.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 17.05% | 38.03%-21.0pp | 156.71%-139.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $552 | $4,106-86.6% | $3,672-85.0% | $4,751-88.4% |
| Participant deferral / active EE | $8,069 | $7,599+6.2% | $7,418+8.8% | $6,710+20.3% |
| Admin fee / account holder | $11,369 | $8,984+26.5% | $7,231+57.2% | $11,403-0.3% |