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 | $78,791 | $109,881-28.3% | $150,045-47.5% | $84,808-7.1% |
| Participation rate | 58.6% | 76.1%-17.5pp | 82.3%-23.7pp | 68.3%-9.7pp |
| Annual return | 19.10% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,894 | $3,561-46.8% | $4,693-59.6% | $2,631-28.0% |
| Participant deferral / active EE | $4,596 | $6,636-30.7% | $7,997-42.5% | $4,212+9.1% |
| Admin fee / account holder | $812 | $8,568-90.5% | $13,435-94.0% | $7,344-88.9% |