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 | $36,990 | $91,037-59.4% | $71,671-48.4% | $147,584-74.9% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 18.85% | 20.48%-1.6pp | 20.65%-1.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,450 | $3,327-56.4% | $2,460-41.1% | $4,876-70.3% |
| Participant deferral / active EE | $1,778 | $4,498-60.5% | $3,438-48.3% | $5,439-67.3% |
| Admin fee / account holder | $321 | $8,613-96.3% | $5,558-94.2% | $10,885-97.1% |