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 | $76,314 | $103,376-26.2% | $87,100-12.4% | $152,861-50.1% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.9%-22.3pp | 82.4%-27.9pp |
| Annual return | 19.76% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,009 | $3,220-37.6% | $2,521-20.3% | $4,762-57.8% |
| Participant deferral / active EE | $11,384 | $4,778+138.3% | $4,049+181.2% | $5,850+94.6% |
| Admin fee / account holder | $26,927 | $12,205+120.6% | $7,497+259.2% | $11,596+132.2% |