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 | $54,268 | $109,327-50.4% | $89,391-39.3% | $158,922-65.9% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 15.87% | 345.68%-329.8pp | 245.62%-229.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,343 | $3,170-57.6% | $2,586-48.1% | $4,761-71.8% |
| Participant deferral / active EE | $4,946 | $4,598+7.6% | $3,890+27.1% | $5,982-17.3% |
| Admin fee / account holder | $6,308 | $6,153+2.5% | $4,881+29.2% | $11,246-43.9% |