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 | $73,094 | $108,912-32.9% | $100,383-27.2% | $145,959-49.9% |
| Participation rate | 52.4% | 83.0%-30.6pp | 81.5%-29.1pp | 80.3%-27.9pp |
| Annual return | 18.57% | 57.96%-39.4pp | 49.26%-30.7pp | 561.95%-543.4pp |
| Employer contribution / active EE | $2,046 | $4,423-53.7% | $3,944-48.1% | $4,661-56.1% |
| Participant deferral / active EE | $5,507 | $8,451-34.8% | $8,086-31.9% | $6,689-17.7% |
| Admin fee / account holder | $1,000 | $9,690-89.7% | $7,900-87.3% | $13,398-92.5% |