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 | $74,836 | $105,181-28.8% | $159,436-53.1% | $85,850-12.8% |
| Participation rate | 55.3% | 75.8%-20.5pp | 82.8%-27.6pp | 69.3%-14.1pp |
| Annual return | 16.07% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,999 | $3,318-9.6% | $4,829-37.9% | $2,565+16.9% |
| Participant deferral / active EE | $4,660 | $5,945-21.6% | $7,352-36.6% | $3,952+17.9% |
| Admin fee / account holder | $7,077 | $6,933+2.1% | $10,799-34.5% | $6,260+13.1% |