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 | $51,142 | $91,037-43.8% | $71,671-28.6% | $147,584-65.3% |
| Participation rate | 69.2% | 76.1%-6.9pp | 68.7%+0.5pp | 82.8%-13.6pp |
| Annual return | 18.70% | 20.48%-1.8pp | 20.65%-2.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,658 | $3,327-50.2% | $2,460-32.6% | $4,876-66.0% |
| Participant deferral / active EE | $5,429 | $4,498+20.7% | $3,438+57.9% | $5,439-0.2% |
| Admin fee / account holder | $1,509 | $8,613-82.5% | $5,558-72.9% | $10,885-86.1% |