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 | $52,097 | $95,971-45.7% | $74,550-30.1% | $135,375-61.5% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | 7.53% | 56.96%-49.4pp | 32.53%-25.0pp | 519.73%-512.2pp |
| Employer contribution / active EE | $1,199 | $2,716-55.8% | $1,961-38.8% | $4,779-74.9% |
| Participant deferral / active EE | $3,291 | $3,843-14.4% | $3,108+5.9% | $5,609-41.3% |
| Admin fee / account holder | $8,340 | $6,522+27.9% | $5,060+64.8% | $10,827-23.0% |