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 | $43,078 | $111,754-61.5% | $103,333-58.3% | $145,922-70.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 24.71% | 24.77%-0.1pp | 24.88%-0.2pp | 561.29%-536.6pp |
| Employer contribution / active EE | $1,858 | $4,212-55.9% | $3,868-52.0% | $4,660-60.1% |
| Participant deferral / active EE | $3,380 | $5,619-39.8% | $5,057-33.2% | $6,688-49.5% |
| Admin fee / account holder | $9,410 | $9,750-3.5% | $8,355+12.6% | $13,397-29.8% |