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 | $51,391 | $102,616-49.9% | $81,983-37.3% | $158,922-67.7% |
| Participation rate | 52.6% | 75.5%-22.9pp | 69.2%-16.6pp | 82.0%-29.3pp |
| Annual return | 10.79% | 61.04%-50.3pp | 41.31%-30.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,077 | $3,240-66.8% | $2,498-56.9% | $4,761-77.4% |
| Participant deferral / active EE | $1,723 | $4,648-62.9% | $3,722-53.7% | $5,982-71.2% |
| Admin fee / account holder | $14,510 | $8,235+76.2% | $5,664+156.2% | $11,246+29.0% |