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 | $81,111 | $56,060+44.7% | $76,002+6.7% | $80,874+0.3% |
| Participation rate | 52.5% | 62.0%-9.5pp | 69.1%-16.6pp | 67.6%-15.1pp |
| Annual return | 13.49% | 20.54%-7.0pp | 360.07%-346.6pp | 35.62%-22.1pp |
| Employer contribution / active EE | $3,686 | $1,873+96.8% | $2,688+37.1% | $2,756+33.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,505 | $5,237-52.2% | $6,414-60.9% | $6,935-63.9% |