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 | $60,432 | $104,664-42.3% | $85,682-29.5% | $167,490-63.9% |
| Participation rate | 15.4% | 76.4%-61.0pp | 69.9%-54.5pp | 82.1%-66.7pp |
| Annual return | 14.83% | 21.45%-6.6pp | 21.49%-6.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,530 | $3,337-54.2% | $2,618-41.6% | $4,837-68.4% |
| Participant deferral / active EE | $2,644 | $4,824-45.2% | $3,923-32.6% | $6,341-58.3% |
| Admin fee / account holder | $829 | $10,032-91.7% | $6,873-87.9% | $12,309-93.3% |