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 | $64,133 | $118,450-45.9% | $98,439-34.9% | $139,434-54.0% |
| Participation rate | 56.5% | 77.4%-20.9pp | 75.2%-18.6pp | 80.3%-23.8pp |
| Annual return | 9.69% | 18.94%-9.2pp | 21.16%-11.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,383 | $3,609-61.7% | $3,048-54.6% | $4,751-70.9% |
| Participant deferral / active EE | $3,416 | $5,392-36.6% | $4,738-27.9% | $6,710-49.1% |
| Admin fee / account holder | $31,467 | $14,026+124.3% | $8,948+251.7% | $11,403+176.0% |