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 | $59,097 | $99,652-40.7% | $78,778-25.0% | $147,584-60.0% |
| Participation rate | 57.9% | 76.2%-18.3pp | 69.2%-11.3pp | 82.8%-24.9pp |
| Annual return | 11.31% | 47.28%-36.0pp | 35.62%-24.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,007 | $2,796-64.0% | $1,986-49.3% | $4,876-79.3% |
| Participant deferral / active EE | $2,781 | $3,664-24.1% | $2,958-6.0% | $5,439-48.9% |
| Admin fee / account holder | $800 | $7,155-88.8% | $5,134-84.4% | $10,885-92.6% |