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 | $50,119 | $99,652-49.7% | $78,778-36.4% | $147,584-66.0% |
| Participation rate | 52.2% | 76.2%-24.1pp | 69.2%-17.0pp | 82.8%-30.7pp |
| Annual return | 24.16% | 47.28%-23.1pp | 35.62%-11.5pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,287 | $2,796-53.9% | $1,986-35.2% | $4,876-73.6% |
| Participant deferral / active EE | $3,341 | $3,664-8.8% | $2,958+12.9% | $5,439-38.6% |
| Admin fee / account holder | $969 | $7,155-86.5% | $5,134-81.1% | $10,885-91.1% |