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 | $78,755 | $117,983-33.2% | $101,794-22.6% | $142,382-44.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 14.58% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,352 | $2,773-51.2% | $2,289-40.9% | $4,299-68.6% |
| Participant deferral / active EE | $2,707 | $4,714-42.6% | $4,084-33.7% | $6,507-58.4% |
| Admin fee / account holder | $10,271 | $10,433-1.6% | $8,777+17.0% | $12,624-18.6% |