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 | $69,574 | $118,680-41.4% | $98,907-29.7% | $158,922-56.2% |
| Participation rate | 52.4% | 77.8%-25.4pp | 76.0%-23.6pp | 82.0%-29.6pp |
| Annual return | 14.40% | 372.35%-357.9pp | 196.43%-182.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $9,571 | $3,333+187.2% | $2,689+255.9% | $4,761+101.0% |
| Participant deferral / active EE | $3,996 | $5,088-21.5% | $4,244-5.9% | $5,982-33.2% |
| Admin fee / account holder | $1,527 | $10,131-84.9% | $6,642-77.0% | $11,246-86.4% |