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 | $59,387 | $96,484-38.4% | $75,886-21.7% | $152,861-61.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.4%-22.4pp |
| Annual return | 21.33% | 33.98%-12.7pp | 30.76%-9.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,602 | $3,309-51.6% | $2,500-35.9% | $4,762-66.4% |
| Participant deferral / active EE | $3,824 | $4,553-16.0% | $3,603+6.1% | $5,850-34.6% |
| Admin fee / account holder | $6,095 | $8,078-24.5% | $5,418+12.5% | $11,596-47.4% |