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 | $77,856 | $118,849-34.5% | $96,562-19.4% | $167,490-53.5% |
| Participation rate | 46.2% | 75.5%-29.3pp | 69.8%-23.7pp | 82.1%-36.0pp |
| Annual return | 14.56% | 50.49%-35.9pp | 37.78%-23.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $6,909 | $3,120+121.5% | $2,356+193.2% | $4,837+42.8% |
| Participant deferral / active EE | $13,455 | $4,616+191.5% | $3,849+249.6% | $6,341+112.2% |
| Admin fee / account holder | $2,011 | $8,065-75.1% | $6,181-67.5% | $12,309-83.7% |