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 | $52,716 | $121,625-56.7% | $104,607-49.6% | $158,922-66.8% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 16.67% | 465.26%-448.6pp | 340.46%-323.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,560 | $3,163-19.1% | $2,681-4.5% | $4,761-46.2% |
| Participant deferral / active EE | $4,281 | $4,177+2.5% | $3,740+14.5% | $5,982-28.4% |
| Admin fee / account holder | $496 | $7,787-93.6% | $6,473-92.3% | $11,246-95.6% |