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 | $52,059 | $99,652-47.8% | $78,778-33.9% | $147,584-64.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 9.34% | 47.28%-37.9pp | 35.62%-26.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,237 | $2,796-55.7% | $1,986-37.7% | $4,876-74.6% |
| Participant deferral / active EE | $1,903 | $3,664-48.1% | $2,958-35.7% | $5,439-65.0% |
| Admin fee / account holder | $2,658 | $7,155-62.8% | $5,134-48.2% | $10,885-75.6% |