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 | $104,309 | $152,460-31.6% | $118,746-12.2% | $147,584-29.3% |
| Participation rate | 63.6% | 82.3%-18.6pp | 78.3%-14.6pp | 82.8%-19.2pp |
| Annual return | 13.26% | 17.41%-4.2pp | 24.54%-11.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,401 | $5,046-72.2% | $4,193-66.6% | $4,876-71.3% |
| Participant deferral / active EE | $2,320 | $6,212-62.7% | $5,332-56.5% | $5,439-57.3% |
| Admin fee / account holder | $5,855 | $16,953-65.5% | $10,720-45.4% | $10,885-46.2% |