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 | $55,596 | $95,561-41.8% | $77,163-27.9% | $139,434-60.1% |
| Participation rate | 36.8% | 73.9%-37.1pp | 69.6%-32.7pp | 80.3%-43.5pp |
| Annual return | 35.31% | 54.92%-19.6pp | 37.87%-2.6pp | 372.94%-337.6pp |
| Employer contribution / active EE | $1,747 | $3,147-44.5% | $2,535-31.1% | $4,751-63.2% |
| Participant deferral / active EE | $4,281 | $4,624-7.4% | $3,833+11.7% | $6,710-36.2% |
| Admin fee / account holder | $3,566 | $8,295-57.0% | $5,472-34.8% | $11,403-68.7% |