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 | $47,809 | $100,901-52.6% | $75,670-36.8% | $147,584-67.6% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.3%-12.3pp | 82.8%-22.8pp |
| Annual return | 21.81% | 35.78%-14.0pp | 27.34%-5.5pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,159 | $3,253-33.6% | $2,352-8.2% | $4,876-55.7% |
| Participant deferral / active EE | $7,999 | $4,027+98.6% | $3,142+154.6% | $5,439+47.1% |
| Admin fee / account holder | $724 | $11,285-93.6% | $5,800-87.5% | $10,885-93.3% |