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 | $55,998 | $81,208-31.0% | $98,907-43.4% | $79,858-29.9% |
| Participation rate | 63.3% | 72.5%-9.2pp | 76.0%-12.7pp | 69.6%-6.3pp |
| Annual return | 28.12% | 60.99%-32.9pp | 196.43%-168.3pp | 31.71%-3.6pp |
| Employer contribution / active EE | $3,465 | $1,960+76.8% | $2,689+28.9% | $2,471+40.2% |
| Participant deferral / active EE | $10,396 | $3,265+218.4% | $4,244+144.9% | $3,740+178.0% |
| Admin fee / account holder | $17,322 | $6,013+188.1% | $6,642+160.8% | $5,306+226.4% |