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 | $76,922 | $124,281-38.1% | $109,143-29.5% | $167,490-54.1% |
| Participation rate | 38.1% | 79.4%-41.4pp | 75.9%-37.8pp | 82.1%-44.0pp |
| Annual return | 16.11% | 26.04%-9.9pp | 25.75%-9.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,369 | $4,207-67.5% | $3,722-63.2% | $4,837-71.7% |
| Participant deferral / active EE | $3,949 | $5,255-24.9% | $4,653-15.1% | $6,341-37.7% |
| Admin fee / account holder | $3,769 | $7,970-52.7% | $6,752-44.2% | $12,309-69.4% |