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 | $75,972 | $99,652-23.8% | $78,778-3.6% | $147,584-48.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 13.92% | 47.28%-33.4pp | 35.62%-21.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $889 | $2,796-68.2% | $1,986-55.2% | $4,876-81.8% |
| Participant deferral / active EE | $2,611 | $3,664-28.7% | $2,958-11.7% | $5,439-52.0% |
| Admin fee / account holder | $3,483 | $7,155-51.3% | $5,134-32.2% | $10,885-68.0% |