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 | $82,349 | $124,319-33.8% | $111,297-26.0% | $167,490-50.8% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 20.29% | 37.44%-17.1pp | 54.65%-34.4pp | 478.56%-458.3pp |
| Employer contribution / active EE | $2,347 | $3,435-31.7% | $2,731-14.0% | $4,837-51.5% |
| Participant deferral / active EE | $11,595 | $5,180+123.8% | $4,487+158.4% | $6,341+82.9% |
| Admin fee / account holder | $3,551 | $10,618-66.6% | $7,964-55.4% | $12,309-71.1% |