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 | $58,697 | $101,069-41.9% | $81,478-28.0% | $147,584-60.2% |
| Participation rate | 38.9% | 74.5%-35.6pp | 68.0%-29.1pp | 82.8%-43.9pp |
| Annual return | 17.78% | 32.40%-14.6pp | 38.78%-21.0pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,766 | $3,205-13.7% | $2,568+7.7% | $4,876-43.3% |
| Participant deferral / active EE | $5,793 | $4,242+36.6% | $3,537+63.8% | $5,439+6.5% |
| Admin fee / account holder | $383 | $5,812-93.4% | $4,561-91.6% | $10,885-96.5% |