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 | $58,854 | $90,348-34.9% | $75,972-22.5% | $145,922-59.7% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.1%-22.4pp | 80.3%-33.6pp |
| Annual return | 11.99% | 620.88%-608.9pp | 359.55%-347.6pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,133 | $3,311-65.8% | $2,685-57.8% | $4,660-75.7% |
| Participant deferral / active EE | $2,489 | $5,162-51.8% | $4,255-41.5% | $6,688-62.8% |
| Admin fee / account holder | $9,134 | $8,467+7.9% | $6,467+41.2% | $13,397-31.8% |