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 | $59,016 | $106,890-44.8% | $84,015-29.8% | $152,861-61.4% |
| Participation rate | 58.3% | 75.2%-16.9pp | 69.0%-10.7pp | 82.4%-24.1pp |
| Annual return | 10.14% | 104.99%-94.8pp | 71.31%-61.2pp | 345.32%-335.2pp |
| Employer contribution / active EE | $2,073 | $2,734-24.2% | $1,983+4.5% | $4,762-56.5% |
| Participant deferral / active EE | $4,892 | $4,011+22.0% | $3,239+51.1% | $5,850-16.4% |
| Admin fee / account holder | $147,004 | $8,285+1674.3% | $6,101+2309.6% | $11,596+1167.7% |