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 | $59,592 | $98,750-39.7% | $149,696-60.2% | $79,858-25.4% |
| Participation rate | 49.3% | 75.8%-26.5pp | 82.5%-33.2pp | 69.6%-20.3pp |
| Annual return | 21.08% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,028 | $3,216-36.9% | $4,644-56.3% | $2,471-17.9% |
| Participant deferral / active EE | $4,647 | $5,680-18.2% | $6,842-32.1% | $3,740+24.3% |
| Admin fee / account holder | $1,001 | $6,053-83.5% | $9,309-89.2% | $5,306-81.1% |