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 | $53,183 | $99,652-46.6% | $78,778-32.5% | $147,584-64.0% |
| Participation rate | 68.8% | 76.2%-7.5pp | 69.2%-0.4pp | 82.8%-14.1pp |
| Annual return | 15.38% | 47.28%-31.9pp | 35.62%-20.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,939 | $2,796-30.6% | $1,986-2.3% | $4,876-60.2% |
| Participant deferral / active EE | $3,381 | $3,664-7.7% | $2,958+14.3% | $5,439-37.8% |
| Admin fee / account holder | $786 | $7,155-89.0% | $5,134-84.7% | $10,885-92.8% |