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 | $48,492 | $102,547-52.7% | $78,210-38.0% | $147,584-67.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 12.12% | 51.08%-39.0pp | 40.90%-28.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,990 | $2,617-24.0% | $2,034-2.1% | $4,876-59.2% |
| Participant deferral / active EE | $5,302 | $3,481+52.3% | $2,823+87.8% | $5,439-2.5% |
| Admin fee / account holder | $8,117 | $5,059+60.4% | $3,758+116.0% | $10,885-25.4% |