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 | $62,500 | $149,734-58.3% | $118,925-47.4% | $158,922-60.7% |
| Participation rate | 56.5% | 82.1%-25.6pp | 75.4%-18.9pp | 82.0%-25.4pp |
| Annual return | 16.19% | 19.95%-3.8pp | 35.88%-19.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,834 | $4,115-55.4% | $3,263-43.8% | $4,761-61.5% |
| Participant deferral / active EE | $4,700 | $5,223-10.0% | $4,265+10.2% | $5,982-21.4% |
| Admin fee / account holder | $35,799 | $8,603+316.1% | $6,581+444.0% | $11,246+218.3% |