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 | $42,040 | $149,679-71.9% | $117,039-64.1% | $147,584-71.5% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 17.58% | 19.31%-1.7pp | 18.95%-1.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,043 | $4,937-38.4% | $3,785-19.6% | $4,876-37.6% |
| Participant deferral / active EE | $5,654 | $4,912+15.1% | $3,929+43.9% | $5,439+4.0% |
| Admin fee / account holder | $13,178 | $7,856+67.7% | $5,974+120.6% | $10,885+21.1% |