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 | $40,894 | $53,127-23.0% | $86,590-52.8% | $70,131-41.7% |
| Participation rate | 51.3% | 65.3%-14.0pp | 73.5%-22.3pp | 69.5%-18.3pp |
| Annual return | 19.10% | 27.66%-8.6pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,650 | $2,068-20.2% | $2,839-41.9% | $2,342-29.6% |
| Participant deferral / active EE | $2,390 | $2,696-11.3% | $3,609-33.8% | $3,332-28.3% |
| Admin fee / account holder | $4,643 | $3,585+29.5% | $4,906-5.4% | $4,645-0.1% |