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 | $84,663 | $91,037-7.0% | $71,671+18.1% | $147,584-42.6% |
| Participation rate | 31.3% | 76.1%-44.9pp | 68.7%-37.5pp | 82.8%-51.6pp |
| Annual return | 15.14% | 20.48%-5.3pp | 20.65%-5.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,411 | $3,327-57.6% | $2,460-42.6% | $4,876-71.1% |
| Participant deferral / active EE | $2,579 | $4,498-42.7% | $3,438-25.0% | $5,439-52.6% |
| Admin fee / account holder | $2,221 | $8,613-74.2% | $5,558-60.0% | $10,885-79.6% |