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 | $58,495 | $99,652-41.3% | $78,778-25.7% | $147,584-60.4% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 16.43% | 47.28%-30.9pp | 35.62%-19.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,036 | $2,796-27.2% | $1,986+2.5% | $4,876-58.2% |
| Participant deferral / active EE | $1,918 | $3,664-47.7% | $2,958-35.2% | $5,439-64.7% |
| Admin fee / account holder | $648 | $7,155-90.9% | $5,134-87.4% | $10,885-94.0% |