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 | $69,464 | $124,319-44.1% | $111,297-37.6% | $167,490-58.5% |
| Participation rate | 65.2% | 79.6%-14.4pp | 77.3%-12.1pp | 82.1%-16.9pp |
| Annual return | 13.71% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,878 | $3,435-45.3% | $2,731-31.2% | $4,837-61.2% |
| Participant deferral / active EE | $4,498 | $5,180-13.2% | $4,487+0.2% | $6,341-29.1% |
| Admin fee / account holder | $386 | $10,618-96.4% | $7,964-95.2% | $12,309-96.9% |