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 | $77,932 | $176,812-55.9% | $146,665-46.9% | $167,490-53.5% |
| Participation rate | 45.5% | 83.6%-38.2pp | 80.1%-34.6pp | 82.1%-36.7pp |
| Annual return | 17.16% | 24.03%-6.9pp | 22.74%-5.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,155 | $5,160-58.2% | $4,136-47.9% | $4,837-55.5% |
| Participant deferral / active EE | $6,022 | $6,440-6.5% | $5,506+9.4% | $6,341-5.0% |
| Admin fee / account holder | $765 | $13,259-94.2% | $10,280-92.6% | $12,309-93.8% |