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 | $65,837 | $98,750-33.3% | $149,696-56.0% | $79,858-17.6% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.5%-40.5pp | 69.6%-27.7pp |
| Annual return | 23.15% | 27.43%-4.3pp | 276.60%-253.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,753 | $3,216-45.5% | $4,644-62.2% | $2,471-29.0% |
| Participant deferral / active EE | $4,120 | $5,680-27.5% | $6,842-39.8% | $3,740+10.1% |
| Admin fee / account holder | $890 | $6,053-85.3% | $9,309-90.4% | $5,306-83.2% |