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 | $49,453 | $102,966-52.0% | $90,281-45.2% | $152,861-67.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 16.04% | 95.16%-79.1pp | 78.10%-62.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,235 | $3,139-28.8% | $2,854-21.7% | $4,762-53.1% |
| Participant deferral / active EE | $13,978 | $4,281+226.5% | $3,885+259.7% | $5,850+138.9% |
| Admin fee / account holder | $477 | $6,171-92.3% | $5,351-91.1% | $11,596-95.9% |