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 | $89,105 | $98,240-9.3% | $82,313+8.3% | $147,584-39.6% |
| Participation rate | 30.0% | 79.7%-49.7pp | 76.9%-46.9pp | 82.8%-52.8pp |
| Annual return | 16.62% | 30.85%-14.2pp | 25.88%-9.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,537 | $3,192+10.8% | $2,428+45.7% | $4,876-27.5% |
| Participant deferral / active EE | $10,317 | $4,383+135.4% | $3,706+178.4% | $5,439+89.7% |
| Admin fee / account holder | $3,149 | $8,563-63.2% | $5,608-43.9% | $10,885-71.1% |