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 | $42,290 | $124,281-66.0% | $109,143-61.3% | $167,490-74.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 14.73% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,174 | $4,207-72.1% | $3,722-68.5% | $4,837-75.7% |
| Participant deferral / active EE | $4,358 | $5,255-17.1% | $4,653-6.3% | $6,341-31.3% |
| Admin fee / account holder | $603 | $7,970-92.4% | $6,752-91.1% | $12,309-95.1% |