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 | $68,131 | $101,069-32.6% | $81,478-16.4% | $147,584-53.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 20.63% | 32.40%-11.8pp | 38.78%-18.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $4,534 | $3,205+41.5% | $2,568+76.6% | $4,876-7.0% |
| Participant deferral / active EE | $9,276 | $4,242+118.7% | $3,537+162.3% | $5,439+70.6% |
| Admin fee / account holder | $855 | $5,812-85.3% | $4,561-81.3% | $10,885-92.1% |