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 | $108,919-32.9% | $100,391-27.2% | $145,922-49.9% |
| Participation rate | 52.4% | 82.9%-30.5pp | 81.5%-29.1pp | 80.3%-27.9pp |
| Annual return | 18.57% | 57.88%-39.3pp | 49.20%-30.6pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,046 | $4,419-53.7% | $3,942-48.1% | $4,660-56.1% |
| Participant deferral / active EE | $5,507 | $8,445-34.8% | $8,082-31.9% | $6,688-17.7% |
| Admin fee / account holder | $1,000 | $9,689-89.7% | $7,899-87.3% | $13,397-92.5% |