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 | $63,997 | $100,773-36.5% | $88,946-28.0% | $142,382-55.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 14.85% | 70.18%-55.3pp | 57.82%-43.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,835 | $2,918-37.1% | $2,555-28.2% | $4,299-57.3% |
| Participant deferral / active EE | $2,406 | $5,230-54.0% | $4,581-47.5% | $6,507-63.0% |
| Admin fee / account holder | $1,530 | $9,693-84.2% | $8,261-81.5% | $12,624-87.9% |