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 | $46,624 | $99,652-53.2% | $78,778-40.8% | $147,584-68.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 16.65% | 47.28%-30.6pp | 35.62%-19.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,673 | $2,796-40.1% | $1,986-15.7% | $4,876-65.7% |
| Participant deferral / active EE | $7,336 | $3,664+100.2% | $2,958+148.0% | $5,439+34.9% |
| Admin fee / account holder | $898 | $7,155-87.4% | $5,134-82.5% | $10,885-91.8% |