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 | $58,255 | $105,998-45.0% | $92,233-36.8% | $147,584-60.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 18.16% | 50.05%-31.9pp | 176.28%-158.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,410 | $4,333-67.5% | $3,679-61.7% | $4,876-71.1% |
| Participant deferral / active EE | $5,607 | $4,478+25.2% | $3,897+43.9% | $5,439+3.1% |
| Admin fee / account holder | $606 | $6,332-90.4% | $5,194-88.3% | $10,885-94.4% |