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 | $47,032 | $149,734-68.6% | $118,925-60.5% | $158,922-70.4% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | 18.19% | 19.95%-1.8pp | 35.88%-17.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,577 | $4,115-61.7% | $3,263-51.7% | $4,761-66.9% |
| Participant deferral / active EE | $2,463 | $5,223-52.8% | $4,265-42.2% | $5,982-58.8% |
| Admin fee / account holder | $576 | $8,603-93.3% | $6,581-91.2% | $11,246-94.9% |