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 | $49,875 | $100,901-50.6% | $75,670-34.1% | $147,584-66.2% |
| Participation rate | 40.0% | 77.1%-37.1pp | 72.3%-32.3pp | 82.8%-42.8pp |
| Annual return | 16.30% | 35.78%-19.5pp | 27.34%-11.0pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,120 | $3,253-65.6% | $2,352-52.4% | $4,876-77.0% |
| Participant deferral / active EE | $4,291 | $4,027+6.5% | $3,142+36.5% | $5,439-21.1% |
| Admin fee / account holder | $859 | $11,285-92.4% | $5,800-85.2% | $10,885-92.1% |