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 | $54,268 | $91,037-40.4% | $71,671-24.3% | $147,584-63.2% |
| Participation rate | 63.2% | 76.1%-13.0pp | 68.7%-5.6pp | 82.8%-19.7pp |
| Annual return | 11.88% | 20.48%-8.6pp | 20.65%-8.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,780 | $3,327-46.5% | $2,460-27.6% | $4,876-63.5% |
| Participant deferral / active EE | $3,688 | $4,498-18.0% | $3,438+7.3% | $5,439-32.2% |
| Admin fee / account holder | $18,784 | $8,613+118.1% | $5,558+237.9% | $10,885+72.6% |