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 | $50,010 | $58,694-14.8% | $142,863-65.0% | $85,850-41.7% |
| Participation rate | 40.0% | 58.5%-18.5pp | 71.9%-31.9pp | 69.3%-29.3pp |
| Annual return | 15.29% | 27.72%-12.4pp | 5637.54%-5622.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $485 | $1,423-65.9% | $4,144-88.3% | $2,565-81.1% |
| Participant deferral / active EE | $1,165 | $2,607-55.3% | $3,837-69.6% | $3,952-70.5% |
| Admin fee / account holder | $5,119 | $4,239+20.8% | $6,560-22.0% | $6,260-18.2% |