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 | $64,600 | $77,899-17.1% | $149,673-56.8% | $75,163-14.1% |
| Participation rate | 53.1% | 65.6%-12.5pp | 78.8%-25.6pp | 67.2%-14.1pp |
| Annual return | 17.92% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $10,712 | $3,137+241.4% | $4,818+122.3% | $2,670+301.2% |
| Participant deferral / active EE | $3,822 | $3,411+12.1% | $5,680-32.7% | $4,125-7.3% |
| Admin fee / account holder | $13,628 | $5,956+128.8% | $13,210+3.2% | $5,651+141.2% |