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 | $55,437 | $118,680-53.3% | $98,907-44.0% | $158,922-65.1% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 6.70% | 372.35%-365.6pp | 196.43%-189.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,827 | $3,333-45.2% | $2,689-32.1% | $4,761-61.6% |
| Participant deferral / active EE | $3,250 | $5,088-36.1% | $4,244-23.4% | $5,982-45.7% |
| Admin fee / account holder | $17,672 | $10,131+74.4% | $6,642+166.1% | $11,246+57.1% |