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 | $51,153 | $63,346-19.2% | $92,233-44.5% | $70,131-27.1% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 15.62% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $4,873 | $2,471+97.2% | $3,679+32.4% | $2,342+108.0% |
| Participant deferral / active EE | $7,332 | $2,854+156.9% | $3,897+88.2% | $3,332+120.1% |
| Admin fee / account holder | $2,891 | $3,840-24.7% | $5,194-44.3% | $4,645-37.8% |