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 | $75,262 | $111,724-32.6% | $93,606-19.6% | $145,922-48.4% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.4pp |
| Annual return | 14.17% | 202.98%-188.8pp | 133.20%-119.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,302 | $3,090-57.9% | $2,420-46.2% | $4,660-72.1% |
| Participant deferral / active EE | $4,269 | $4,912-13.1% | $4,411-3.2% | $6,688-36.2% |
| Admin fee / account holder | $2,275 | $10,250-77.8% | $8,285-72.5% | $13,397-83.0% |