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 | $88,325 | $107,015-17.5% | $73,545+20.1% | $147,584-40.2% |
| Participation rate | 25.0% | 66.4%-41.4pp | 54.9%-29.9pp | 82.8%-57.8pp |
| Annual return | 15.13% | 38.25%-23.1pp | -15.16%+30.3pp | 578.55%-563.4pp |
| Employer contribution / active EE | $739 | $1,760-58.0% | $1,219-39.4% | $4,876-84.9% |
| Participant deferral / active EE | $2,456 | $2,462-0.2% | $1,806+36.0% | $5,439-54.8% |
| Admin fee / account holder | $391 | $3,055-87.2% | $2,320-83.1% | $10,885-96.4% |