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 | $60,353 | $91,037-33.7% | $71,671-15.8% | $147,584-59.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 24.12% | 20.48%+3.6pp | 20.65%+3.5pp | 578.55%-554.4pp |
| Employer contribution / active EE | $4,758 | $3,327+43.0% | $2,460+93.4% | $4,876-2.4% |
| Participant deferral / active EE | $1,098 | $4,498-75.6% | $3,438-68.1% | $5,439-79.8% |
| Admin fee / account holder | $26,940 | $8,613+212.8% | $5,558+384.7% | $10,885+147.5% |