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 | $64,301 | $104,664-38.6% | $85,682-25.0% | $167,490-61.6% |
| Participation rate | 45.8% | 76.4%-30.5pp | 69.9%-24.0pp | 82.1%-36.3pp |
| Annual return | 16.18% | 21.45%-5.3pp | 21.49%-5.3pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,505 | $3,337-54.9% | $2,618-42.5% | $4,837-68.9% |
| Participant deferral / active EE | $3,265 | $4,824-32.3% | $3,923-16.8% | $6,341-48.5% |
| Admin fee / account holder | $2,040 | $10,032-79.7% | $6,873-70.3% | $12,309-83.4% |