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 | $73,650 | $104,907-29.8% | $84,611-13.0% | $152,861-51.8% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 17.54% | 373.79%-356.2pp | 258.74%-241.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,820 | $3,302-44.9% | $2,652-31.4% | $4,762-61.8% |
| Participant deferral / active EE | $13,120 | $4,688+179.9% | $3,899+236.5% | $5,850+124.3% |
| Admin fee / account holder | $588 | $6,241-90.6% | $4,912-88.0% | $11,596-94.9% |