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 | $73,851 | $111,724-33.9% | $93,606-21.1% | $145,922-49.4% |
| Participation rate | 63.2% | 74.2%-11.0pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 12.79% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,843 | $3,090-40.3% | $2,420-23.8% | $4,660-60.4% |
| Participant deferral / active EE | $5,918 | $4,912+20.5% | $4,411+34.2% | $6,688-11.5% |
| Admin fee / account holder | $439 | $10,250-95.7% | $8,285-94.7% | $13,397-96.7% |