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 | $71,162 | $99,079-28.2% | $77,999-8.8% | $273,961-74.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 6.79% | 217.93%-211.1pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,004 | $3,308-39.4% | $2,470-18.9% | $4,869-58.8% |
| Participant deferral / active EE | $8,145 | $4,306+89.1% | $3,497+132.9% | $5,287+54.1% |
| Admin fee / account holder | $1,000 | $8,954-88.8% | $5,480-81.8% | $10,132-90.1% |