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 | $50,697 | $103,376-51.0% | $87,100-41.8% | $152,861-66.8% |
| Participation rate | 54.2% | 79.3%-25.2pp | 76.9%-22.7pp | 82.4%-28.3pp |
| Annual return | 22.46% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $6,953 | $3,220+115.9% | $2,521+175.8% | $4,762+46.0% |
| Participant deferral / active EE | $17,573 | $4,778+267.8% | $4,049+334.1% | $5,850+200.4% |
| Admin fee / account holder | $5,798 | $12,205-52.5% | $7,497-22.7% | $11,596-50.0% |