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 | $44,452 | $99,921-55.5% | $85,009-47.7% | $145,959-69.5% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 14.67% | 83.89%-69.2pp | 66.47%-51.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,904 | $3,233-41.1% | $2,728-30.2% | $4,661-59.2% |
| Participant deferral / active EE | $2,903 | $5,293-45.2% | $4,522-35.8% | $6,689-56.6% |
| Admin fee / account holder | $1,276 | $7,252-82.4% | $6,153-79.3% | $13,398-90.5% |