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 | $74,187 | $124,425-40.4% | $112,040-33.8% | $137,256-46.0% |
| Participation rate | 38.9% | 79.3%-40.4pp | 76.5%-37.6pp | 80.0%-41.1pp |
| Annual return | 13.80% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,244 | $3,411-63.5% | $2,954-57.9% | $4,156-70.1% |
| Participant deferral / active EE | $2,065 | $5,718-63.9% | $5,098-59.5% | $6,407-67.8% |
| Admin fee / account holder | $3,488 | $15,207-77.1% | $12,098-71.2% | $12,270-71.6% |