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 | $64,375 | $110,257-41.6% | $96,544-33.3% | $139,434-53.8% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.0pp |
| Annual return | 14.04% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $5,229 | $3,620+44.5% | $2,965+76.4% | $4,751+10.1% |
| Participant deferral / active EE | $8,251 | $5,548+48.7% | $4,851+70.1% | $6,710+23.0% |
| Admin fee / account holder | $5,201 | $11,591-55.1% | $8,252-37.0% | $11,403-54.4% |