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 | $50,446 | $102,317-50.7% | $146,958-65.7% | $80,856-37.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 13.88% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,065 | $3,713-44.4% | $4,933-58.1% | $2,755-25.1% |
| Participant deferral / active EE | $4,830 | $6,644-27.3% | $8,070-40.1% | $4,296+12.4% |
| Admin fee / account holder | $1,217 | $7,941-84.7% | $12,998-90.6% | $6,918-82.4% |