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 | $63,043 | $101,069-37.6% | $81,478-22.6% | $147,584-57.3% |
| Participation rate | 41.7% | 74.5%-32.8pp | 68.0%-26.3pp | 82.8%-41.2pp |
| Annual return | 11.39% | 32.40%-21.0pp | 38.78%-27.4pp | 578.55%-567.2pp |
| Employer contribution / active EE | $3,302 | $3,205+3.0% | $2,568+28.6% | $4,876-32.3% |
| Participant deferral / active EE | $7,236 | $4,242+70.6% | $3,537+104.6% | $5,439+33.0% |
| Admin fee / account holder | $34,463 | $5,812+493.0% | $4,561+655.6% | $10,885+216.6% |