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 | $38,994 | $102,317-61.9% | $146,958-73.5% | $80,856-51.8% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.2%-13.1pp | 67.6%+1.4pp |
| Annual return | 12.98% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,961 | $3,713-47.2% | $4,933-60.3% | $2,755-28.8% |
| Participant deferral / active EE | $4,691 | $6,644-29.4% | $8,070-41.9% | $4,296+9.2% |
| Admin fee / account holder | $8,358 | $7,941+5.3% | $12,998-35.7% | $6,918+20.8% |