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 | $67,435 | $102,547-34.2% | $78,210-13.8% | $147,584-54.3% |
| Participation rate | 55.6% | 74.4%-18.9pp | 68.7%-13.2pp | 82.8%-27.3pp |
| Annual return | 14.98% | 51.08%-36.1pp | 40.90%-25.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,064 | $2,617-59.3% | $2,034-47.7% | $4,876-78.2% |
| Participant deferral / active EE | $3,591 | $3,481+3.1% | $2,823+27.2% | $5,439-34.0% |
| Admin fee / account holder | $13,701 | $5,059+170.8% | $3,758+264.5% | $10,885+25.9% |