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 | $42,626 | $176,812-75.9% | $146,665-70.9% | $167,490-74.6% |
| Participation rate | 43.5% | 83.6%-40.1pp | 80.1%-36.6pp | 82.1%-38.6pp |
| Annual return | 9.65% | 24.03%-14.4pp | 22.74%-13.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,250 | $5,160-75.8% | $4,136-69.8% | $4,837-74.2% |
| Participant deferral / active EE | $3,180 | $6,440-50.6% | $5,506-42.2% | $6,341-49.9% |
| Admin fee / account holder | $43,696 | $13,259+229.6% | $10,280+325.1% | $12,309+255.0% |