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 | $40,377 | $116,175-65.2% | $93,606-56.9% | $152,861-73.6% |
| Participation rate | 54.5% | 78.0%-23.5pp | 75.8%-21.3pp | 82.4%-27.9pp |
| Annual return | 14.79% | 35.96%-21.2pp | 32.76%-18.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,364 | $3,218-57.6% | $2,718-49.8% | $4,762-71.4% |
| Participant deferral / active EE | $3,347 | $4,603-27.3% | $4,069-17.7% | $5,850-42.8% |
| Admin fee / account holder | $218,506 | $10,748+1933.1% | $7,888+2670.0% | $11,596+1784.2% |