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 | $85,030 | $85,766-0.9% | $136,294-37.6% | $70,131+21.2% |
| Participation rate | 24.4% | 74.2%-49.8pp | 81.9%-57.6pp | 69.5%-45.2pp |
| Annual return | 15.65% | 31.45%-15.8pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $645 | $2,966-78.3% | $4,695-86.3% | $2,342-72.5% |
| Participant deferral / active EE | $4,126 | $5,051-18.3% | $6,247-34.0% | $3,332+23.8% |
| Admin fee / account holder | $30,341 | $5,420+459.7% | $9,243+228.2% | $4,645+553.1% |