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 | $64,487 | $99,652-35.3% | $78,778-18.1% | $147,584-56.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 13.18% | 47.28%-34.1pp | 35.62%-22.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,176 | $2,796-57.9% | $1,986-40.8% | $4,876-75.9% |
| Participant deferral / active EE | $2,467 | $3,664-32.7% | $2,958-16.6% | $5,439-54.6% |
| Admin fee / account holder | $2,178 | $7,155-69.6% | $5,134-57.6% | $10,885-80.0% |