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 | $70,009 | $111,754-37.4% | $103,333-32.2% | $145,922-52.0% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 12.95% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,624 | $4,212+9.8% | $3,868+19.5% | $4,660-0.8% |
| Participant deferral / active EE | $4,990 | $5,619-11.2% | $5,057-1.3% | $6,688-25.4% |
| Admin fee / account holder | $28,451 | $9,750+191.8% | $8,355+240.5% | $13,397+112.4% |