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 | $53,455 | $103,376-48.3% | $87,100-38.6% | $152,861-65.0% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.9%-21.3pp | 82.4%-26.9pp |
| Annual return | 21.29% | 28.10%-6.8pp | 28.19%-6.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,489 | $3,220-53.8% | $2,521-41.0% | $4,762-68.7% |
| Participant deferral / active EE | $2,539 | $4,778-46.9% | $4,049-37.3% | $5,850-56.6% |
| Admin fee / account holder | $353 | $12,205-97.1% | $7,497-95.3% | $11,596-97.0% |