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 | $40,151 | $98,750-59.3% | $149,696-73.2% | $79,858-49.7% |
| Participation rate | 56.9% | 75.8%-18.9pp | 82.5%-25.6pp | 69.6%-12.8pp |
| Annual return | 20.21% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,004 | $3,216-37.7% | $4,644-56.8% | $2,471-18.9% |
| Participant deferral / active EE | $4,642 | $5,680-18.3% | $6,842-32.1% | $3,740+24.1% |
| Admin fee / account holder | $6,528 | $6,053+7.9% | $9,309-29.9% | $5,306+23.0% |