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 | $51,761 | $154,117-66.4% | $129,995-60.2% | $139,434-62.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 11.91% | 32.48%-20.6pp | -137.18%+149.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $5,240 | $5,289-0.9% | $4,320+21.3% | $4,751+10.3% |
| Participant deferral / active EE | $12,866 | $6,710+91.7% | $5,820+121.1% | $6,710+91.7% |
| Admin fee / account holder | $35,688 | $14,007+154.8% | $10,614+236.2% | $11,403+213.0% |