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 | $61,571 | $117,381-47.5% | $99,443-38.1% | $152,861-59.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 24.25% | 31.87%-7.6pp | 30.72%-6.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,233 | $3,013-59.1% | $2,540-51.4% | $4,762-74.1% |
| Participant deferral / active EE | $4,899 | $4,086+19.9% | $3,619+35.4% | $5,850-16.3% |
| Admin fee / account holder | $652 | $7,631-91.5% | $6,250-89.6% | $11,596-94.4% |