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 | $70,471 | $118,849-40.7% | $96,562-27.0% | $167,490-57.9% |
| Participation rate | 64.7% | 75.5%-10.8pp | 69.8%-5.1pp | 82.1%-17.4pp |
| Annual return | 37.40% | 50.49%-13.1pp | 37.78%-0.4pp | 478.56%-441.2pp |
| Employer contribution / active EE | $1,442 | $3,120-53.8% | $2,356-38.8% | $4,837-70.2% |
| Participant deferral / active EE | $5,769 | $4,616+25.0% | $3,849+49.9% | $6,341-9.0% |
| Admin fee / account holder | $7,100 | $8,065-12.0% | $6,181+14.9% | $12,309-42.3% |