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 | $57,303 | $102,317-44.0% | $146,958-61.0% | $80,856-29.1% |
| Participation rate | 55.8% | 75.8%-20.1pp | 82.2%-26.4pp | 67.6%-11.9pp |
| Annual return | 19.38% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $4,375 | $3,713+17.8% | $4,933-11.3% | $2,755+58.8% |
| Participant deferral / active EE | $5,701 | $6,644-14.2% | $8,070-29.4% | $4,296+32.7% |
| Admin fee / account holder | $7,978 | $7,941+0.5% | $12,998-38.6% | $6,918+15.3% |