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 | $63,631 | $98,240-35.2% | $82,313-22.7% | $147,584-56.9% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.6pp | 82.8%-24.5pp |
| Annual return | 18.61% | 30.85%-12.2pp | 25.88%-7.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,853 | $3,192-41.9% | $2,428-23.7% | $4,876-62.0% |
| Participant deferral / active EE | $2,894 | $4,383-34.0% | $3,706-21.9% | $5,439-46.8% |
| Admin fee / account holder | $2,195 | $8,563-74.4% | $5,608-60.9% | $10,885-79.8% |