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 | $35,222 | $101,069-65.2% | $81,478-56.8% | $147,584-76.1% |
| Participation rate | 56.3% | 74.5%-18.2pp | 68.0%-11.7pp | 82.8%-26.6pp |
| Annual return | 20.03% | 32.40%-12.4pp | 38.78%-18.7pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,900 | $3,205-40.7% | $2,568-26.0% | $4,876-61.0% |
| Participant deferral / active EE | $4,871 | $4,242+14.8% | $3,537+37.7% | $5,439-10.4% |
| Admin fee / account holder | $506 | $5,812-91.3% | $4,561-88.9% | $10,885-95.3% |