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 | $62,673 | $95,971-34.7% | $74,550-15.9% | $135,375-53.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 6.52% | 56.96%-50.4pp | 32.53%-26.0pp | 519.73%-513.2pp |
| Employer contribution / active EE | $13,872 | $2,716+410.7% | $1,961+607.4% | $4,779+190.3% |
| Participant deferral / active EE | $4,956 | $3,843+28.9% | $3,108+59.5% | $5,609-11.6% |
| Admin fee / account holder | $647 | $6,522-90.1% | $5,060-87.2% | $10,827-94.0% |