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 | $69,936 | $109,327-36.0% | $89,391-21.8% | $158,922-56.0% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 14.05% | 345.68%-331.6pp | 245.62%-231.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,808 | $3,170-43.0% | $2,586-30.1% | $4,761-62.0% |
| Participant deferral / active EE | $3,255 | $4,598-29.2% | $3,890-16.3% | $5,982-45.6% |
| Admin fee / account holder | $10,398 | $6,153+69.0% | $4,881+113.0% | $11,246-7.5% |